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Hanson & Doremus Investment Management’s Western Union WU Stock Holding History

Hanson & Doremus 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
Q3 		– Sell
-3,115
Closed -$37K – 455
2023
Q2 		$37K Sell
3,115
-10,713
-77% -$123K 0.01% 319
2023
Q1 		$154K Sell
13,828
-7,904
-36% -$103K 0.03% 197
2022
Q4 		$299K Sell
21,732
-1,914
-8% -$26.4K 0.06% 150
2022
Q3 		$319K Sell
23,646
-7,778
-25% -$122K 0.08% 134
2022
Q2 		$518K Sell
31,424
-635
-2% -$11.2K 0.13% 114
2022
Q1 		$601K Sell
32,059
-5,485
-15% -$101K 0.13% 111
2021
Q4 		$670K Sell
37,544
-110
-0.3% -$2.03K 0.14% 105
2021
Q3 		$761K Sell
37,654
-6,525
-15% -$144K 0.18% 96
2021
Q2 		$947K Buy
44,179
+2,177
+5% +$54.2K 0.28% 72
2021
Q1 		$1.04M Sell
42,002
-5,414
-11% -$127K 0.24% 86
2020
Q4 		$1.04M Buy
47,416
+3,237
+7% +$70.2K 0.26% 78
2020
Q3 		$947K Sell
44,179
-3,314
-7% -$75.2K 0.28% 72
2020
Q2 		$1.03M Sell
47,493
-5,668
-11% -$115K 0.33% 62
2020
Q1 		$964K Sell
53,161
-450
-0.8% -$11K 0.33% 65
2019
Q4 		$1.44M Sell
53,611
-1,149
-2% -$29.8K 0.41% 56
2019
Q3 		$1.27M Sell
54,760
-2,648
-5% -$57.2K 0.39% 58
2019
Q2 		$1.14M Sell
57,408
-2,222
-4% -$43.3K 0.36% 64
2019
Q1 		$1.1M Sell
59,630
-2,555
-4% -$45.9K 0.36% 63
2018
Q4 		$1.06M Sell
62,185
-5,036
-7% -$91.6K 0.38% 60
2018
Q3 		$1.28M Sell
67,221
-2,279
-3% -$44.2K 0.4% 61
2018
Q2 		$1.41M Sell
69,500
-5,547
-7% -$110K 0.46% 56
2018
Q1 		$1.44M Buy
75,047
+2,816
+4% +$56.5K 0.45% 56
2017
Q4 		$1.37M Sell
72,231
-780
-1% -$15.3K 0.46% 56
2017
Q3 		$1.4M Sell
73,011
-2,035
-3% -$38.8K 0.49% 59
2017
Q2 		$1.43M Buy
75,046
+239
+0.3% +$4.63K 0.53% 54
2017
Q1 		$1.52M Sell
74,807
-905
-1% -$18.5K 0.61% 44
2016
Q4 		$1.64M Sell
75,712
-2,000
-3% -$41.5K 0.71% 35
2016
Q3 		$1.62M Sell
77,712
-3,925
-5% -$80.6K 0.75% 35
2016
Q2 		$1.57M Sell
81,637
-30
-0% -$583 0.71% 38
2016
Q1 		$1.57M Sell
81,667
-1,923
-2% -$34.6K 0.71% 37
2015
Q4 		$1.5M Sell
83,590
-385
-0.5% -$7.27K 0.68% 41
2015
Q3 		$1.54M Sell
83,975
-10,585
-11% -$201K 0.74% 38
2015
Q2 		$1.92M Sell
94,560
-3,005
-3% -$64K 0.82% 36
2015
Q1 		$2.03M Sell
97,565
-140
-0.1% -$2.61K 0.86% 34
2014
Q4 		$1.75M Buy
97,705
+390
+0.4% +$6.76K 0.75% 41
2014
Q3 		$1.56M Buy
97,315
+2,045
+2% +$35.2K 0.71% 43
2014
Q2 		$1.65M Buy
95,270
+7,095
+8% +$115K 0.76% 42
2014
Q1 		$1.44M Buy
88,175
+9,005
+11% +$147K 0.68% 45
2013
Q4 		$1.37M Sell
79,170
-6,665
-8% -$117K 0.66% 46
2013
Q3 		$1.6M Buy
85,835
+3,080
+4% +$55.3K 0.81% 33
2013
Q2 		$1.42M Buy
+82,755
New +$1.31M 0.77% 37

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
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
JAM
Jupiter Asset Management London, United Kingdom $18.8B AUM 29.2% 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
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 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

Hanson & Doremus Investment Management's WU Position: Q3 2023 in Review

Hanson & Doremus Investment Management sold out of Western Union (WU) in Q3 2023, closing a stake of 3,115 shares — an estimated $37K sold.

Hanson & Doremus Investment Management first reported a position in WU in Q2 2013 and held it in 41 quarters. The position peaked at $2.03M in Q1 2015. 435 funds tracked by Wall St. Rank hold WU as of Q3 2023.

  • Hanson & Doremus Investment Management reported no remaining Western Union position as of Q3 2023 after selling out during the quarter.
  • Hanson & Doremus Investment Management sold 3,115 Western Union shares in Q3 2023, an estimated $37K.
  • Hanson & Doremus Investment Management first reported a position in Western Union in Q2 2013 and held it in 41 quarters.
  • Hanson & Doremus Investment Management's Western Union position peaked at $2.03M in Q1 2015.
  • 435 funds tracked by Wall St. Rank held Western Union as of Q3 2023.

Based on Hanson & Doremus Investment Management's 13F filing for Q3 2023, filed 24 Oct 2023.