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Steward Financial Group’s Western Union WU Stock Holding History

Steward Financial Group’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
Q3 		$2K Buy
+154
New +$1.89K ﹤0.01% 1065
2022
Q3 		– Sell
-20
Closed – – 1349
2022
Q2 		$0 Buy
+20
New +$353 ﹤0.01% 1423

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
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 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
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

Steward Financial Group's WU Position: Q3 2023 in Review

Steward Financial Group opened a new position in Western Union (WU) in Q3 2023: 154 shares worth $2K. The stake represents ﹤0.01% of the portfolio and ranks #1065 among its holdings. This is a return to the name: Steward Financial Group previously reported a position in WU as recently as Q2 2022.

Steward Financial Group first reported a position in WU in Q2 2022 and has held it in 2 quarters since. 435 funds tracked by Wall St. Rank hold WU as of Q3 2023.

  • Steward Financial Group held 154 shares of Western Union worth $2K as of Q3 2023.
  • Western Union was a new Steward Financial Group position in Q3 2023.
  • Western Union made up ﹤0.01% of Steward Financial Group's portfolio in Q3 2023, its #1065 holding.
  • Steward Financial Group first reported a position in Western Union in Q2 2022 and has held it in 2 quarters since.
  • 435 funds tracked by Wall St. Rank held Western Union as of Q3 2023.

Based on Steward Financial Group's 13F filing for Q3 2023, filed 23 Oct 2023.