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River Global Investors’s Western Union WU Stock Holding History

River Global Investors’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
Q1 		– Sell
-117,851
Closed -$1.4M – 225
2023
Q4 		$1.4M Sell
117,851
-11,404
-9% -$139K 0.27% 118
2023
Q3 		$1.7M Sell
129,255
-42,322
-25% -$519K 0.4% 74
2023
Q2 		$2.01M Sell
171,577
-1,410
-0.8% -$16.2K 0.4% 73
2023
Q1 		$1.93M Buy
172,987
+42,460
+33% +$553K 0.39% 80
2022
Q4 		$1.8M Sell
130,527
-121,152
-48% -$1.67M 0.39% 92
2022
Q3 		$3.4M Buy
251,679
+3,890
+2% +$61K 0.65% 52
2022
Q2 		$4.09M Sell
247,789
-39,501
-14% -$696K 0.72% 50
2022
Q1 		$5.38M Sell
287,290
-22,700
-7% -$420K 0.71% 49
2021
Q4 		$5.53M Sell
309,990
-74,476
-19% -$1.37M 0.43% 56
2021
Q3 		$7.77M Sell
384,466
-172,210
-31% -$3.8M 0.6% 35
2021
Q2 		$12.8M Buy
556,676
+67,880
+14% +$1.69M 0.83% 28
2021
Q1 		$12.1M Buy
488,796
+193,746
+66% +$4.56M 0.72% 33
2020
Q4 		$6.47M Buy
295,050
+104,000
+54% +$2.26M 0.37% 65
2020
Q3 		$4.09M Buy
191,050
+138,640
+265% +$3.15M 0.3% 91
2020
Q2 		$1.13M Buy
+52,410
New +$1.06M 0.08% 130
2016
Q3 		– Sell
-1,620
Closed -$31K – 130
2016
Q2 		$31K Hold
1,620
– – 0.01% 113
2016
Q1 		$31K Hold
1,620
– – 0.02% 115
2015
Q4 		$29K Buy
+1,620
New +$30.6K 0.02% 98
2014
Q1 		– Sell
-52,500
Closed -$905K – 78
2013
Q4 		$905K Buy
52,500
+29,500
+128% +$517K 0.22% 48
2013
Q3 		$429K Buy
+23,000
New +$413K 0.1% 71

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
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
JAM
Jupiter Asset Management London, United Kingdom $18.8B AUM 29.2% 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
Allianz Asset Management
Allianz Asset Management Munich, Germany $95.4B AUM 38.74% 1-Year Est. Return

River Global Investors's WU Position: Q1 2024 in Review

River Global Investors sold out of Western Union (WU) in Q1 2024, closing a stake of 117,851 shares — an estimated $1.4M sold.

River Global Investors first reported a position in WU in Q3 2013 and held it in 20 quarters. The position peaked at $12.8M in Q2 2021. 456 funds tracked by Wall St. Rank hold WU as of Q1 2024.

  • River Global Investors reported no remaining Western Union position as of Q1 2024 after selling out during the quarter.
  • River Global Investors sold 117,851 Western Union shares in Q1 2024, an estimated $1.4M.
  • River Global Investors first reported a position in Western Union in Q3 2013 and held it in 20 quarters.
  • River Global Investors's Western Union position peaked at $12.8M in Q2 2021.
  • 456 funds tracked by Wall St. Rank held Western Union as of Q1 2024.

Based on River Global Investors's 13F filing for Q1 2024, filed 7 May 2024.