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Strategic Asset Management’s Western Union WU Stock Holding History

Strategic Asset 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
2022
Q3 		$5K Hold
400
– – 0.01% 477
2022
Q2 		$7K Hold
400
– – 0.01% 452
2022
Q1 		$7K Buy
+400
New +$7.4K 0.01% 438

Other funds holding WU

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
IFP
Independent Franchise Partners London, United Kingdom $14.3B AUM 3.49% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 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

Strategic Asset Management's WU Position: Q3 2022 in Review

Strategic Asset Management held its Western Union (WU) position steady in Q3 2022 at 400 shares worth $5K. The position accounts for 0.01% of the portfolio, ranked #477.

Strategic Asset Management first reported a position in WU in Q1 2022 and has held it in 3 quarters since. The position peaked at $7K in Q2 2022. 515 funds tracked by Wall St. Rank hold WU as of Q3 2022.

  • Strategic Asset Management held 400 shares of Western Union worth $5K as of Q3 2022.
  • Strategic Asset Management left its Western Union share count unchanged in Q3 2022.
  • Western Union made up 0.01% of Strategic Asset Management's portfolio in Q3 2022, its #477 holding.
  • Strategic Asset Management first reported a position in Western Union in Q1 2022 and has held it in 3 quarters since.
  • Strategic Asset Management's Western Union position peaked at $7K in Q2 2022.
  • 515 funds tracked by Wall St. Rank held Western Union as of Q3 2022.

Based on Strategic Asset Management's 13F filing for Q3 2022, filed 1 Nov 2022.