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Lee, Danner & Bass’s Western Union WU Stock Holding History

Lee, Danner & Bass’s Portfolio WU Stock Details WU Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-86
Closed -$912 – 713
2024
Q4 		$912 Buy
+86
New +$953 ﹤0.01% 716
2018
Q2 		– Sell
-23,375
Closed -$450K – 175
2018
Q1 		$450K Sell
23,375
-2,200
-9% -$44.2K 0.05% 138
2017
Q4 		$486K Sell
25,575
-3,400
-12% -$66.7K 0.05% 133
2017
Q3 		$556K Hold
28,975
– – 0.06% 131
2017
Q2 		$552K Sell
28,975
-400
-1% -$7.74K 0.06% 126
2017
Q1 		$598K Hold
29,375
– – 0.07% 121
2016
Q4 		$638K Sell
29,375
-1,330
-4% -$27.6K 0.08% 116
2016
Q3 		$639K Buy
30,705
+500
+2% +$10.3K 0.08% 115
2016
Q2 		$579K Hold
30,205
– – 0.07% 117
2016
Q1 		$610K Hold
30,205
– – 0.07% 115
2015
Q4 		$541K Sell
30,205
-9,150
-23% -$173K 0.07% 119
2015
Q3 		$723K Sell
39,355
-200
-0.5% -$3.81K 0.1% 112
2015
Q2 		$804K Sell
39,555
-600
-1% -$12.8K 0.1% 109
2015
Q1 		$836K Hold
40,155
– – 0.1% 104
2014
Q4 		$719K Sell
40,155
-2,272
-5% -$39.4K 0.09% 108
2014
Q3 		$681K Sell
42,427
-2,355
-5% -$40.5K 0.08% 109
2014
Q2 		$777K Sell
44,782
-55
-0.1% -$888 0.09% 102
2014
Q1 		$734K Sell
44,837
-600
-1% -$9.77K 0.1% 102
2013
Q4 		$784K Sell
45,437
-7,050
-13% -$124K 0.1% 98
2013
Q3 		$979K Sell
52,487
-4,385
-8% -$78.8K 0.14% 89
2013
Q2 		$973K Buy
+56,872
New +$901K 0.14% 88

Other funds holding WU

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Lee, Danner & Bass's WU Position: Q1 2025 in Review

Lee, Danner & Bass sold out of Western Union (WU) in Q1 2025, closing a stake of 86 shares — an estimated $912 sold.

Lee, Danner & Bass first reported a position in WU in Q2 2013 and held it in 21 quarters. The position peaked at $979K in Q3 2013. 465 funds tracked by Wall St. Rank hold WU as of Q1 2025.

  • Lee, Danner & Bass reported no remaining Western Union position as of Q1 2025 after selling out during the quarter.
  • Lee, Danner & Bass sold 86 Western Union shares in Q1 2025, an estimated $912.
  • Lee, Danner & Bass first reported a position in Western Union in Q2 2013 and held it in 21 quarters.
  • Lee, Danner & Bass's Western Union position peaked at $979K in Q3 2013.
  • 465 funds tracked by Wall St. Rank held Western Union as of Q1 2025.

Based on Lee, Danner & Bass's 13F filing for Q1 2025, filed 29 Apr 2025.