SC
WU icon

Schubert & Co’s Western Union WU Stock Holding History

Schubert & Co’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
2023
Q2 		– Sell
-139
Closed -$1.55K – 1544
2023
Q1 		$1.55K Buy
139
+55
+65% +$716 ﹤0.01% 1016
2022
Q4 		$1.16K Buy
84
+28
+50% +$387 ﹤0.01% 1115
2022
Q3 		$1K Sell
56
-77
-58% -$1.21K ﹤0.01% 1313
2022
Q2 		$2K Buy
133
+93
+233% +$1.64K ﹤0.01% 921
2022
Q1 		$1K Buy
40
+17
+74% +$314 ﹤0.01% 988
2021
Q4 		$0 Buy
+23
New +$424 ﹤0.01% 1319

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 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
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Schubert & Co's WU Position: Q2 2023 in Review

Schubert & Co sold out of Western Union (WU) in Q2 2023, closing a stake of 139 shares — an estimated $1.55K sold.

Schubert & Co first reported a position in WU in Q4 2021 and held it in 6 quarters. The position peaked at $2K in Q2 2022. 463 funds tracked by Wall St. Rank hold WU as of Q2 2023.

  • Schubert & Co reported no remaining Western Union position as of Q2 2023 after selling out during the quarter.
  • Schubert & Co sold 139 Western Union shares in Q2 2023, an estimated $1.55K.
  • Schubert & Co first reported a position in Western Union in Q4 2021 and held it in 6 quarters.
  • Schubert & Co's Western Union position peaked at $2K in Q2 2022.
  • 463 funds tracked by Wall St. Rank held Western Union as of Q2 2023.

Based on Schubert & Co's 13F filing for Q2 2023, filed 4 Aug 2023.