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Stevens Capital Management’s Western Union WU Stock Holding History

Stevens 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
2025
Q3 		– Sell
-15,094
Closed -$127K – 348
2025
Q2 		$127K Buy
+15,094
New +$143K 0.03% 232
2021
Q4 		– Sell
-18,587
Closed -$376K – 296
2021
Q3 		$376K Sell
18,587
-4,019
-18% -$88.8K 0.16% 107
2021
Q2 		$519K Buy
+22,606
New +$563K 0.15% 111
2019
Q3 		– Sell
-37,736
Closed -$751K – 800
2019
Q2 		$751K Buy
+37,736
New +$736K 0.03% 410
2018
Q4 		– Sell
-473,928
Closed -$9.03M – 954
2018
Q3 		$9.03M Buy
473,928
+299,289
+171% +$5.81M 0.33% 92
2018
Q2 		$3.55M Buy
+174,639
New +$3.48M 0.13% 193
2018
Q1 		– Sell
-184,056
Closed -$3.5M – 1022
2017
Q4 		$3.5M Buy
+184,056
New +$3.61M 0.14% 201
2015
Q3 		– Sell
-236,342
Closed -$4.8M – 1252
2015
Q2 		$4.8M Buy
+236,342
New +$5.03M 0.17% 161
2015
Q1 		– Sell
-146,893
Closed -$2.63M – 1272
2014
Q4 		$2.63M Sell
146,893
-7,810
-5% -$135K 0.09% 250
2014
Q3 		$2.48M Buy
+154,703
New +$2.66M 0.07% 302
2014
Q1 		– Sell
-34,928
Closed -$603K – 1362
2013
Q4 		$603K Sell
34,928
-139,043
-80% -$2.44M 0.02% 595
2013
Q3 		$3.25M Buy
+173,971
New +$3.13M 0.1% 263

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
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 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
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 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
DG
Discerene Group Stamford, Connecticut $946M AUM 1.38% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Stevens Capital Management's WU Position: Q3 2025 in Review

Stevens Capital Management sold out of Western Union (WU) in Q3 2025, closing a stake of 15,094 shares — an estimated $127K sold.

Stevens Capital Management first reported a position in WU in Q3 2013 and held it in 12 quarters. The position peaked at $9.03M in Q3 2018. 453 funds tracked by Wall St. Rank hold WU as of Q3 2025.

  • Stevens Capital Management reported no remaining Western Union position as of Q3 2025 after selling out during the quarter.
  • Stevens Capital Management sold 15,094 Western Union shares in Q3 2025, an estimated $127K.
  • Stevens Capital Management first reported a position in Western Union in Q3 2013 and held it in 12 quarters.
  • Stevens Capital Management's Western Union position peaked at $9.03M in Q3 2018.
  • 453 funds tracked by Wall St. Rank held Western Union as of Q3 2025.

Based on Stevens Capital Management's 13F filing for Q3 2025, filed 10 Nov 2025.