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Ridgewood Investments’s Western Union WU Stock Holding History

Ridgewood Investments’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
Q3 		– Sell
-100
Closed -$1.23K – 812
2024
Q2 		$1.23K Buy
+100
New +$1.3K ﹤0.01% 698
2023
Q3 		– Sell
-120
Closed -$1.41K – 789
2023
Q2 		$1.41K Hold
120
– – ﹤0.01% 725
2023
Q1 		$1.34K Buy
+120
New +$1.56K ﹤0.01% 719

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
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Allianz Asset Management
Allianz Asset Management Munich, Germany $95.4B AUM 38.74% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Ridgewood Investments's WU Position: Q3 2024 in Review

Ridgewood Investments sold out of Western Union (WU) in Q3 2024, closing a stake of 100 shares — an estimated $1.23K sold.

Ridgewood Investments first reported a position in WU in Q1 2023 and held it in 3 quarters. The position peaked at $1.41K in Q2 2023. 453 funds tracked by Wall St. Rank hold WU as of Q3 2024.

  • Ridgewood Investments reported no remaining Western Union position as of Q3 2024 after selling out during the quarter.
  • Ridgewood Investments sold 100 Western Union shares in Q3 2024, an estimated $1.23K.
  • Ridgewood Investments first reported a position in Western Union in Q1 2023 and held it in 3 quarters.
  • Ridgewood Investments's Western Union position peaked at $1.41K in Q2 2023.
  • 453 funds tracked by Wall St. Rank held Western Union as of Q3 2024.

Based on Ridgewood Investments's 13F filing for Q3 2024, filed 4 Oct 2024.