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Hohimer Wealth Management’s Western Union WU Stock Holding History

Hohimer Wealth 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
2020
Q1 		– Sell
-74,408
Closed -$1.99M – 231
2019
Q4 		$1.99M Buy
+74,408
New +$1.93M 0.69% 42

Other funds holding WU

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
IFP
Independent Franchise Partners London, United Kingdom $14.3B AUM 3.49% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
CCP
Clarkston Capital Partners Rochester, Michigan $1.31B AUM 3.79% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Hohimer Wealth Management's WU Position: Q1 2020 in Review

Hohimer Wealth Management sold out of Western Union (WU) in Q1 2020, closing a stake of 74,408 shares — an estimated $1.99M sold.

Hohimer Wealth Management first reported a position in WU in Q4 2019 and held it in 1 quarter. The position peaked at $1.99M in Q4 2019. 579 funds tracked by Wall St. Rank hold WU as of Q1 2020.

  • Hohimer Wealth Management reported no remaining Western Union position as of Q1 2020 after selling out during the quarter.
  • Hohimer Wealth Management sold 74,408 Western Union shares in Q1 2020, an estimated $1.99M.
  • Hohimer Wealth Management first reported a position in Western Union in Q4 2019 and held it in 1 quarter.
  • Hohimer Wealth Management's Western Union position peaked at $1.99M in Q4 2019.
  • 579 funds tracked by Wall St. Rank held Western Union as of Q1 2020.

Based on Hohimer Wealth Management's 13F filing for Q1 2020, filed 5 May 2020.