Sandy Spring Bank’s Western Union WU Stock Holding History

Sandy Spring Bank’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	$2.25K	Hold	213	–	–	﹤0.01%	1033
2024 Q4	$2.26K	Hold	213	–	–	﹤0.01%	1052
2024 Q3	$2.54K	Hold	213	–	–	﹤0.01%	1018
2024 Q2	$2.6K	Hold	213	–	–	﹤0.01%	1069
2024 Q1	$2.98K	Hold	213	–	–	﹤0.01%	1011
2023 Q4	$2.54K	Sell	213 -168	-44%	-$2.05K	﹤0.01%	994
2023 Q3	$5.02K	Hold	381	–	–	﹤0.01%	923
2023 Q2	$4.47K	Hold	381	–	–	﹤0.01%	972
2023 Q1	$4.25K	Sell	381 -1,253	-77%	-$16.3K	﹤0.01%	945
2022 Q4	$22.5K	Hold	1,634	–	–	﹤0.01%	672
2022 Q3	$22K	Buy	1,634 +381	+30%	+$5.97K	﹤0.01%	657
2022 Q2	$21K	Hold	1,253	–	–	﹤0.01%	691
2022 Q1	$23K	Hold	1,253	–	–	﹤0.01%	689
2021 Q4	$22K	Hold	1,253	–	–	﹤0.01%	751
2021 Q3	$25K	Hold	1,253	–	–	﹤0.01%	715
2021 Q2	$29K	Hold	1,253	–	–	﹤0.01%	700
2021 Q1	$31K	Hold	1,253	–	–	﹤0.01%	601
2020 Q4	$27K	Hold	1,253	–	–	﹤0.01%	596
2020 Q3	$27K	Sell	1,253 -600	-32%	-$13.6K	﹤0.01%	557
2020 Q2	$40K	Buy	+1,853	New	+$37.6K	﹤0.01%	488
2016 Q3	–	Sell	-136	Closed	-$3K	–	896
2016 Q2	$3K	Hold	136	–	–	﹤0.01%	835
2016 Q1	$3K	Hold	136	–	–	﹤0.01%	865
2015 Q4	$2K	Buy	+136	New	+$2.57K	﹤0.01%	878
2013 Q4	–	Sell	-200	Closed	-$4K	–	694
2013 Q3	$4K	Sell	200 -200	-50%	-$3.59K	﹤0.01%	613
2013 Q2	$6K	Buy	+400	New	+$6.34K	﹤0.01%	564

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

Sandy Spring Bank's WU Position: Q1 2025 in Review

Sandy Spring Bank held its Western Union (WU) position steady in Q1 2025 at 213 shares worth $2.25K. The position accounts for ﹤0.01% of the portfolio, ranked #1033.

Sandy Spring Bank first reported a position in WU in Q2 2013 and has held it in 25 quarters since. The position peaked at $40K in Q2 2020. 465 funds tracked by Wall St. Rank hold WU as of Q1 2025.

Sandy Spring Bank held 213 shares of Western Union worth $2.25K as of Q1 2025.
Sandy Spring Bank left its Western Union share count unchanged in Q1 2025.
Western Union made up ﹤0.01% of Sandy Spring Bank's portfolio in Q1 2025, its #1033 holding.
Sandy Spring Bank first reported a position in Western Union in Q2 2013 and has held it in 25 quarters since.
Sandy Spring Bank's Western Union position peaked at $40K in Q2 2020.
465 funds tracked by Wall St. Rank held Western Union as of Q1 2025.

Based on Sandy Spring Bank's 13F filing for Q1 2025, filed 12 May 2025.