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Lindbrook Capital’s Western Union WU Stock Holding History

Lindbrook Capital’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
-500
Closed -$5.3K – 2943
2024
Q4 		$5.3K Hold
500
– – ﹤0.01% 1958
2024
Q3 		$5.96K Buy
+500
New +$6.03K ﹤0.01% 1940
2023
Q2 		– Sell
-698
Closed -$7.78K – 2863
2023
Q1 		$7.78K Buy
698
+198
+40% +$2.58K ﹤0.01% 1613
2022
Q4 		$6.88K Sell
500
-396
-44% -$5.47K ﹤0.01% 1636
2022
Q3 		$12K Buy
896
+521
+139% +$8.17K ﹤0.01% 1254
2022
Q2 		$6K Sell
375
-514
-58% -$9.06K ﹤0.01% 1503
2022
Q1 		$17K Buy
889
+32
+4% +$592 ﹤0.01% 1086
2021
Q4 		$15K Buy
857
+271
+46% +$5K ﹤0.01% 1139
2021
Q3 		$12K Hold
586
– – ﹤0.01% 937
2021
Q2 		$13K Hold
586
– – ﹤0.01% 961
2021
Q1 		$14K Hold
586
– – ﹤0.01% 886
2020
Q4 		$13K Hold
586
– – ﹤0.01% 819
2020
Q3 		$13K Hold
586
– – ﹤0.01% 765
2020
Q2 		$13K Buy
586
+3
+0.5% +$61 ﹤0.01% 753
2020
Q1 		$11K Buy
583
+5
+0.9% +$123 ﹤0.01% 736
2019
Q4 		$15K Buy
578
+51
+10% +$1.32K 0.01% 818
2019
Q3 		$12K Hold
527
– – ﹤0.01% 855
2019
Q2 		$10K Hold
527
– – ﹤0.01% 912
2019
Q1 		$9K Sell
527
-124
-19% -$2.23K ﹤0.01% 938
2018
Q4 		$11K Buy
+651
New +$11.8K 0.01% 810

Other funds holding WU

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $3.37T AUM 44.26% 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 $55.1B AUM 45.38% 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

Lindbrook Capital's WU Position: Q1 2025 in Review

Lindbrook Capital sold out of Western Union (WU) in Q1 2025, closing a stake of 500 shares — an estimated $5.3K sold.

Lindbrook Capital first reported a position in WU in Q4 2018 and held it in 20 quarters. The position peaked at $17K in Q1 2022. 465 funds tracked by Wall St. Rank hold WU as of Q1 2025.

  • Lindbrook Capital reported no remaining Western Union position as of Q1 2025 after selling out during the quarter.
  • Lindbrook Capital sold 500 Western Union shares in Q1 2025, an estimated $5.3K.
  • Lindbrook Capital first reported a position in Western Union in Q4 2018 and held it in 20 quarters.
  • Lindbrook Capital's Western Union position peaked at $17K in Q1 2022.
  • 465 funds tracked by Wall St. Rank held Western Union as of Q1 2025.

Based on Lindbrook Capital's 13F filing for Q1 2025, filed 5 May 2025.