E. Ohman J:or Asset Management’s Western Union WU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-18,300
| Closed | -$252K | – | 437 |
|
|
2022
Q4 | $252K | Hold |
18,300
| – | – | 0.01% | 410 |
|
|
2022
Q3 | $247K | Hold |
18,300
| – | – | 0.01% | 406 |
|
|
2022
Q2 | $301K | Hold |
18,300
| – | – | 0.01% | 396 |
|
|
2022
Q1 | $343K | Hold |
18,300
| – | – | 0.01% | 410 |
|
|
2021
Q4 | $326K | Hold |
18,300
| – | – | 0.01% | 423 |
|
|
2021
Q3 | $370K | Hold |
18,300
| – | – | 0.01% | 430 |
|
|
2021
Q2 | $420K | Buy |
18,300
+10,000
| +120% | +$249K | 0.01% | 425 |
|
|
2021
Q1 | $205K | Hold |
8,300
| – | – | 0.01% | 430 |
|
|
2020
Q4 | $182K | Hold |
8,300
| – | – | 0.01% | 416 |
|
|
2020
Q3 | $178K | Hold |
8,300
| – | – | 0.01% | 407 |
|
|
2020
Q2 | $179K | Hold |
8,300
| – | – | 0.01% | 404 |
|
|
2020
Q1 | $150K | Sell |
8,300
-4,200
| -34% | -$103K | 0.01% | 391 |
|
|
2019
Q4 | $335K | Buy |
+12,500
| New | +$324K | 0.02% | 365 |
|
|
2018
Q2 | – | Sell |
-10,100
| Closed | -$194K | – | 530 |
|
|
2018
Q1 | $194K | Hold |
10,100
| – | – | 0.02% | 475 |
|
|
2017
Q4 | $192K | Hold |
10,100
| – | – | 0.02% | 495 |
|
|
2017
Q3 | $194K | Hold |
10,100
| – | – | 0.02% | 459 |
|
|
2017
Q2 | $192K | Hold |
10,100
| – | – | 0.02% | 456 |
|
|
2017
Q1 | $206K | Hold |
10,100
| – | – | 0.03% | 423 |
|
|
2016
Q4 | $219K | Hold |
10,100
| – | – | 0.03% | 383 |
|
|
2016
Q3 | $210K | Hold |
10,100
| – | – | 0.03% | 375 |
|
|
2016
Q2 | $194K | Hold |
10,100
| – | – | 0.03% | 359 |
|
|
2016
Q1 | $195K | Hold |
10,100
| – | – | 0.04% | 345 |
|
|
2015
Q4 | $181K | Hold |
10,100
| – | – | 0.03% | 377 |
|
|
2015
Q3 | $185K | Hold |
10,100
| – | – | 0.05% | 344 |
|
|
2015
Q2 | $205K | Hold |
10,100
| – | – | 0.05% | 345 |
|
|
2015
Q1 | $210K | Hold |
10,100
| – | – | 0.05% | 362 |
|
|
2014
Q4 | $182K | Hold |
10,100
| – | – | 0.04% | 404 |
|
|
2014
Q3 | $162K | Hold |
10,100
| – | – | 0.04% | 407 |
|
|
2014
Q2 | $175K | Sell |
10,100
-5,000
| -33% | -$80.8K | 0.04% | 399 |
|
|
2014
Q1 | $247K | Hold |
15,100
| – | – | 0.06% | 312 |
|
|
2013
Q4 | $260K | Hold |
15,100
| – | – | 0.06% | 301 |
|
|
2013
Q3 | $282K | Hold |
15,100
| – | – | 0.07% | 286 |
|
|
2013
Q2 | $258K | Buy |
+15,100
| New | +$239K | 0.07% | 284 |
|
Other funds holding WU
JAM
E. Ohman J:or Asset Management's WU Position: Q1 2023 in Review
E. Ohman J:or Asset Management sold out of Western Union (WU) in Q1 2023, closing a stake of 18,300 shares — an estimated $252K sold.
E. Ohman J:or Asset Management first reported a position in WU in Q2 2013 and held it in 33 quarters. The position peaked at $420K in Q2 2021. 475 funds tracked by Wall St. Rank hold WU as of Q1 2023.
- E. Ohman J:or Asset Management reported no remaining Western Union position as of Q1 2023 after selling out during the quarter.
- E. Ohman J:or Asset Management sold 18,300 Western Union shares in Q1 2023, an estimated $252K.
- E. Ohman J:or Asset Management first reported a position in Western Union in Q2 2013 and held it in 33 quarters.
- E. Ohman J:or Asset Management's Western Union position peaked at $420K in Q2 2021.
- 475 funds tracked by Wall St. Rank held Western Union as of Q1 2023.
Based on E. Ohman J:or Asset Management's 13F filing for Q1 2023, filed 5 Apr 2024.