Seven Eight Capital’s Western Union WU Stock Holding History

Seven Eight Capital’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 Q4	–	Sell	-73,860	Closed	-$881K	–	655
2024 Q3	$881K	Sell	73,860 -113,371	-61%	-$1.37M	0.08%	433
2024 Q2	$2.29M	Buy	+187,231	New	+$2.43M	0.24%	104
2022 Q2	–	Sell	-32,960	Closed	-$618K	–	658
2022 Q1	$618K	Buy	+32,960	New	+$610K	0.08%	283
2021 Q4	–	Sell	-54,781	Closed	-$1.11M	–	699
2021 Q3	$1.11M	Buy	+54,781	New	+$1.21M	0.11%	280
2021 Q2	–	Sell	-126,600	Closed	-$2.78M	–	728
2021 Q1	$2.78M	Hold	126,600	–	–	0.64%	32
2020 Q4	$2.78M	Buy	126,600 +46,500	+58%	+$1.01M	0.63%	32
2020 Q3	$1.72M	Buy	+80,100	New	+$1.82M	0.37%	59
2020 Q2	–	Sell	-75,800	Closed	-$1.37M	–	586
2020 Q1	$1.37M	Buy	+75,800	New	+$1.86M	0.35%	80
2019 Q2	–	Sell	-130,853	Closed	-$2.42M	–	759
2019 Q1	$2.42M	Buy	+130,853	New	+$2.35M	0.13%	209
2016 Q2	–	Sell	-5,453	Closed	-$105K	–	690
2016 Q1	$105K	Buy	+5,453	New	+$98.1K	0.04%	381
2014 Q4	–	Sell	-19,909	Closed	-$319K	–	677
2014 Q3	$319K	Buy	+19,909	New	+$343K	0.25%	144

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Seven Eight Capital's WU Position: Q4 2024 in Review

Seven Eight Capital sold out of Western Union (WU) in Q4 2024, closing a stake of 73,860 shares — an estimated $881K sold.

Seven Eight Capital first reported a position in WU in Q3 2014 and held it in 11 quarters. The position peaked at $2.78M in Q1 2021. 468 funds tracked by Wall St. Rank hold WU as of Q4 2024.

Seven Eight Capital reported no remaining Western Union position as of Q4 2024 after selling out during the quarter.
Seven Eight Capital sold 73,860 Western Union shares in Q4 2024, an estimated $881K.
Seven Eight Capital first reported a position in Western Union in Q3 2014 and held it in 11 quarters.
Seven Eight Capital's Western Union position peaked at $2.78M in Q1 2021.
468 funds tracked by Wall St. Rank held Western Union as of Q4 2024.

Based on Seven Eight Capital's 13F filing for Q4 2024.