Abundance Wealth Counselors’s Union Pacific UNP Stock Holding History

Abundance Wealth Counselors’s Portfolio UNP Stock Details UNP Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q2	–	Sell	-1,147	Closed	-$231K	–	141
2023 Q1	$231K	Sell	1,147 -76	-6%	-$15.4K	0.06%	133
2022 Q4	$253K	Sell	1,223 -74	-6%	-$15.2K	0.07%	126
2022 Q3	$253K	Buy	1,297 +13	+1%	+$2.88K	0.07%	119
2022 Q2	$274K	Sell	1,284 -111	-8%	-$25.3K	0.07%	118
2022 Q1	$381K	Sell	1,395 -3,271	-70%	-$826K	0.1%	103
2021 Q4	$1.18M	Buy	+4,666	New	+$1.11M	0.3%	54
2021 Q3	–	Sell	-4,585	Closed	-$1.01M	–	105
2021 Q2	$1.01M	Buy	4,585 +587	+15%	+$131K	0.26%	53
2021 Q1	$881K	Buy	3,998 +114	+3%	+$23.9K	0.22%	53
2020 Q4	$809K	Buy	3,884 +41	+1%	+$8.19K	0.2%	50
2020 Q3	$757K	Buy	3,843 +290	+8%	+$53.9K	0.22%	42
2020 Q2	$601K	Buy	+3,553	New	+$569K	0.18%	48

Other funds holding UNP

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Abundance Wealth Counselors's UNP Position: Q2 2023 in Review

Abundance Wealth Counselors sold out of Union Pacific (UNP) in Q2 2023, closing a stake of 1,147 shares — an estimated $231K sold.

Abundance Wealth Counselors first reported a position in UNP in Q2 2020 and held it in 11 quarters. The position peaked at $1.18M in Q4 2021. 2,413 funds tracked by Wall St. Rank hold UNP as of Q2 2023.

Abundance Wealth Counselors reported no remaining Union Pacific position as of Q2 2023 after selling out during the quarter.
Abundance Wealth Counselors sold 1,147 Union Pacific shares in Q2 2023, an estimated $231K.
Abundance Wealth Counselors first reported a position in Union Pacific in Q2 2020 and held it in 11 quarters.
Abundance Wealth Counselors's Union Pacific position peaked at $1.18M in Q4 2021.
2,413 funds tracked by Wall St. Rank held Union Pacific as of Q2 2023.

Based on Abundance Wealth Counselors's 13F filing for Q2 2023, filed 19 Jul 2023.