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Studio Investment Management’s Western Union WU Stock Holding History

Studio Investment 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
2023
Q4 		– Sell
-1,440
Closed -$19K – 252
2023
Q3 		$19K Sell
1,440
-2,382
-62% -$29.2K 0.01% 192
2023
Q2 		$44.8K Buy
3,822
+1,498
+64% +$17.3K 0.01% 172
2023
Q1 		$25.9K Buy
2,324
+1,690
+267% +$22K 0.01% 170
2022
Q4 		$8.73K Buy
+634
New +$8.75K ﹤0.01% 173

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
JAM
Jupiter Asset Management London, United Kingdom $18.8B AUM 29.2% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 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
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Studio Investment Management's WU Position: Q4 2023 in Review

Studio Investment Management sold out of Western Union (WU) in Q4 2023, closing a stake of 1,440 shares — an estimated $19K sold.

Studio Investment Management first reported a position in WU in Q4 2022 and held it in 4 quarters. The position peaked at $44.8K in Q2 2023. 463 funds tracked by Wall St. Rank hold WU as of Q4 2023.

  • Studio Investment Management reported no remaining Western Union position as of Q4 2023 after selling out during the quarter.
  • Studio Investment Management sold 1,440 Western Union shares in Q4 2023, an estimated $19K.
  • Studio Investment Management first reported a position in Western Union in Q4 2022 and held it in 4 quarters.
  • Studio Investment Management's Western Union position peaked at $44.8K in Q2 2023.
  • 463 funds tracked by Wall St. Rank held Western Union as of Q4 2023.

Based on Studio Investment Management's 13F filing for Q4 2023, filed 16 Feb 2024.