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Paloma Partners’s Western Union WU Stock Holding History

Paloma Partners’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
2022
Q4 		– Sell
-61,800
Closed -$48K – 1184
2022
Q3 		$48K Buy
+61,800
New +$969K ﹤0.01% 893
2015
Q2 		– Sell
-30,000
Closed -$624K – 1962
2015
Q1 		$624K Buy
+30,000
New +$559K 0.02% 688

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
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 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
JAM
Jupiter Asset Management London, United Kingdom $18.8B AUM 29.2% 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

Paloma Partners's WU Position: Q2 2024 in Review

Paloma Partners sold out of Western Union (WU) in Q2 2024, closing a stake of 14,590 shares — an estimated $204K sold.

Paloma Partners first reported a position in WU in Q2 2013 and held it in 35 quarters. The position peaked at $5.27M in Q1 2021. 442 funds tracked by Wall St. Rank hold WU as of Q2 2024.

  • Paloma Partners reported no remaining Western Union position as of Q2 2024 after selling out during the quarter.
  • Paloma Partners sold 14,590 Western Union shares in Q2 2024, an estimated $204K.
  • Paloma Partners first reported a position in Western Union in Q2 2013 and held it in 35 quarters.
  • Paloma Partners's Western Union position peaked at $5.27M in Q1 2021.
  • 442 funds tracked by Wall St. Rank held Western Union as of Q2 2024.

Based on Paloma Partners's 13F filing for Q2 2024, filed 14 Aug 2024.