R Squared’s Western Union WU Stock Holding History

R Squared’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	-2,340	Closed	-$24.8K	–	1529
2024 Q4	$24.8K	Buy	+2,340	New	+$25.9K	0.02%	784

Other funds holding WU

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

R Squared's WU Position: Q1 2025 in Review

R Squared sold out of Western Union (WU) in Q1 2025, closing a stake of 2,340 shares — an estimated $24.8K sold.

R Squared first reported a position in WU in Q4 2024 and held it in 1 quarter. The position peaked at $24.8K in Q4 2024. 465 funds tracked by Wall St. Rank hold WU as of Q1 2025.

R Squared reported no remaining Western Union position as of Q1 2025 after selling out during the quarter.
R Squared sold 2,340 Western Union shares in Q1 2025, an estimated $24.8K.
R Squared first reported a position in Western Union in Q4 2024 and held it in 1 quarter.
R Squared's Western Union position peaked at $24.8K in Q4 2024.
465 funds tracked by Wall St. Rank held Western Union as of Q1 2025.

Based on R Squared's 13F filing for Q1 2025, filed 9 May 2025.