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Summit Global Investments’s Western Union WU Stock Holding History

Summit Global Investments’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
-15,886
Closed -$209K – 610
2023
Q3 		$209K Buy
+15,886
New +$195K 0.01% 477
2017
Q2 		– Sell
-20,620
Closed -$420K – 289
2017
Q1 		$420K Hold
20,620
– – 0.14% 173
2016
Q4 		$448K Buy
+20,620
New +$428K 0.16% 138

Other funds holding WU

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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

Summit Global Investments's WU Position: Q4 2023 in Review

Summit Global Investments sold out of Western Union (WU) in Q4 2023, closing a stake of 15,886 shares — an estimated $209K sold.

Summit Global Investments first reported a position in WU in Q4 2016 and held it in 3 quarters. The position peaked at $448K in Q4 2016. 463 funds tracked by Wall St. Rank hold WU as of Q4 2023.

  • Summit Global Investments reported no remaining Western Union position as of Q4 2023 after selling out during the quarter.
  • Summit Global Investments sold 15,886 Western Union shares in Q4 2023, an estimated $209K.
  • Summit Global Investments first reported a position in Western Union in Q4 2016 and held it in 3 quarters.
  • Summit Global Investments's Western Union position peaked at $448K in Q4 2016.
  • 463 funds tracked by Wall St. Rank held Western Union as of Q4 2023.

Based on Summit Global Investments's 13F filing for Q4 2023, filed 6 Feb 2024.