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Lynx Investment Advisory’s Western Union WU Stock Holding History

Lynx Investment Advisory’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
-24,788
Closed -$263K – 157
2024
Q4 		$263K Buy
24,788
+347
+1% +$3.85K 0.18% 131
2024
Q3 		$292K Buy
24,441
+77
+0.3% +$929 0.21% 109
2024
Q2 		$298K Buy
+24,364
New +$317K 0.22% 93

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

Lynx Investment Advisory's WU Position: Q1 2025 in Review

Lynx Investment Advisory sold out of Western Union (WU) in Q1 2025, closing a stake of 24,788 shares — an estimated $263K sold.

Lynx Investment Advisory first reported a position in WU in Q2 2024 and held it in 3 quarters. The position peaked at $298K in Q2 2024. 465 funds tracked by Wall St. Rank hold WU as of Q1 2025.

  • Lynx Investment Advisory reported no remaining Western Union position as of Q1 2025 after selling out during the quarter.
  • Lynx Investment Advisory sold 24,788 Western Union shares in Q1 2025, an estimated $263K.
  • Lynx Investment Advisory first reported a position in Western Union in Q2 2024 and held it in 3 quarters.
  • Lynx Investment Advisory's Western Union position peaked at $298K in Q2 2024.
  • 465 funds tracked by Wall St. Rank held Western Union as of Q1 2025.

Based on Lynx Investment Advisory's 13F filing for Q1 2025, filed 16 Jun 2025.