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Lee Financial’s Western Union WU Stock Holding History

Lee Financial’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
2024
Q1 		– Sell
-152
Closed -$1.81K – 825
2023
Q4 		$1.81K Buy
+152
New +$1.85K ﹤0.01% 760
2023
Q1 		– Sell
-106
Closed -$1.46K – 970
2022
Q4 		$1.46K Buy
+106
New +$1.46K ﹤0.01% 747
2022
Q3 		– Sell
-98
Closed -$2K – 1044
2022
Q2 		$2K Buy
+98
New +$1.73K ﹤0.01% 749
2022
Q1 		– Sell
-175
Closed -$3K – 977
2021
Q4 		$3K Buy
+175
New +$3.23K ﹤0.01% 692

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
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
JAM
Jupiter Asset Management London, United Kingdom $18.8B AUM 29.2% 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
Allianz Asset Management
Allianz Asset Management Munich, Germany $95.4B AUM 38.74% 1-Year Est. Return

Lee Financial's WU Position: Q1 2024 in Review

Lee Financial sold out of Western Union (WU) in Q1 2024, closing a stake of 152 shares — an estimated $1.81K sold.

Lee Financial first reported a position in WU in Q4 2021 and held it in 4 quarters. The position peaked at $3K in Q4 2021. 456 funds tracked by Wall St. Rank hold WU as of Q1 2024.

  • Lee Financial reported no remaining Western Union position as of Q1 2024 after selling out during the quarter.
  • Lee Financial sold 152 Western Union shares in Q1 2024, an estimated $1.81K.
  • Lee Financial first reported a position in Western Union in Q4 2021 and held it in 4 quarters.
  • Lee Financial's Western Union position peaked at $3K in Q4 2021.
  • 456 funds tracked by Wall St. Rank held Western Union as of Q1 2024.

Based on Lee Financial's 13F filing for Q1 2024, filed 15 May 2024.