Scopia Capital Management’s Western Union WU Stock Holding History

Scopia Capital Management’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 Q2	–	Sell	-85,953	Closed	-$1.2M	–	40
2024 Q1	$1.2M	Hold	85,953	–	–	0.13%	32
2023 Q4	$1.02M	Hold	85,953	–	–	0.13%	28
2023 Q3	$1.13M	Hold	85,953	–	–	0.14%	31
2023 Q2	$1.01M	Hold	85,953	–	–	0.1%	29
2023 Q1	$958K	Buy	85,953 +54,737	+175%	+$713K	0.09%	30
2022 Q4	$430K	Buy	+31,216	New	+$431K	0.04%	25

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

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 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

JAM

Jupiter Asset Management London, United Kingdom $18.8B AUM 29.2% 1-Year Est. Return

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

Allianz Asset Management Munich, Germany $95.4B AUM 38.74% 1-Year Est. Return

Scopia Capital Management's WU Position: Q2 2024 in Review

Scopia Capital Management sold out of Western Union (WU) in Q2 2024, closing a stake of 85,953 shares — an estimated $1.2M sold.

Scopia Capital Management first reported a position in WU in Q4 2022 and held it in 6 quarters. The position peaked at $1.2M in Q1 2024. 442 funds tracked by Wall St. Rank hold WU as of Q2 2024.

Scopia Capital Management reported no remaining Western Union position as of Q2 2024 after selling out during the quarter.
Scopia Capital Management sold 85,953 Western Union shares in Q2 2024, an estimated $1.2M.
Scopia Capital Management first reported a position in Western Union in Q4 2022 and held it in 6 quarters.
Scopia Capital Management's Western Union position peaked at $1.2M in Q1 2024.
442 funds tracked by Wall St. Rank held Western Union as of Q2 2024.

Based on Scopia Capital Management's 13F filing for Q2 2024, filed 14 Aug 2024.