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The Family Firm’s Western Union WU Stock Holding History

The Family Firm’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
2024
Q3 		– Sell
-398
Closed -$4.87K – 854
2024
Q2 		$4.87K Buy
+398
New +$5.17K ﹤0.01% 740

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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Allianz Asset Management
Allianz Asset Management Munich, Germany $95.4B AUM 38.74% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

The Family Firm's WU Position: Q3 2024 in Review

The Family Firm sold out of Western Union (WU) in Q3 2024, closing a stake of 398 shares — an estimated $4.87K sold.

The Family Firm first reported a position in WU in Q2 2024 and held it in 1 quarter. The position peaked at $4.87K in Q2 2024. 453 funds tracked by Wall St. Rank hold WU as of Q3 2024.

  • The Family Firm reported no remaining Western Union position as of Q3 2024 after selling out during the quarter.
  • The Family Firm sold 398 Western Union shares in Q3 2024, an estimated $4.87K.
  • The Family Firm first reported a position in Western Union in Q2 2024 and held it in 1 quarter.
  • The Family Firm's Western Union position peaked at $4.87K in Q2 2024.
  • 453 funds tracked by Wall St. Rank held Western Union as of Q3 2024.

Based on The Family Firm's 13F filing for Q3 2024, filed 17 Oct 2024.