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SummerHaven Investment Management’s Western Union WU Stock Holding History

SummerHaven 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
2025
Q3 		– Sell
-64,248
Closed -$541K – 294
2025
Q2 		$541K Buy
64,248
+1,424
+2% +$13.5K 0.35% 156
2025
Q1 		$665K Buy
62,824
+1,393
+2% +$14.8K 0.46% 117
2024
Q4 		$651K Hold
61,431
– – 0.4% 156
2024
Q3 		$733K Buy
+61,431
New +$741K 0.45% 145
2023
Q3 		– Sell
-37,700
Closed -$442K – 270
2023
Q2 		$442K Sell
37,700
-11,177
-23% -$129K 0.28% 174
2023
Q1 		$545K Buy
48,877
+1,447
+3% +$18.8K 0.32% 177
2022
Q4 		$653K Buy
47,430
+811
+2% +$11.2K 0.39% 166
2022
Q3 		$629K Buy
+46,619
New +$731K 0.44% 159
2021
Q3 		– Sell
-20,230
Closed -$465K – 305
2021
Q2 		$465K Buy
20,230
+513
+3% +$12.8K 0.27% 189
2021
Q1 		$486K Hold
19,717
– – 0.3% 188
2020
Q4 		$433K Buy
+19,717
New +$428K 0.33% 191

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

SummerHaven Investment Management's WU Position: Q3 2025 in Review

SummerHaven Investment Management sold out of Western Union (WU) in Q3 2025, closing a stake of 64,248 shares — an estimated $541K sold.

SummerHaven Investment Management first reported a position in WU in Q4 2020 and held it in 11 quarters. The position peaked at $733K in Q3 2024. 453 funds tracked by Wall St. Rank hold WU as of Q3 2025.

  • SummerHaven Investment Management reported no remaining Western Union position as of Q3 2025 after selling out during the quarter.
  • SummerHaven Investment Management sold 64,248 Western Union shares in Q3 2025, an estimated $541K.
  • SummerHaven Investment Management first reported a position in Western Union in Q4 2020 and held it in 11 quarters.
  • SummerHaven Investment Management's Western Union position peaked at $733K in Q3 2024.
  • 453 funds tracked by Wall St. Rank held Western Union as of Q3 2025.

Based on SummerHaven Investment Management's 13F filing for Q3 2025, filed 3 Nov 2025.