Ahrens Investment Partners’s Union Pacific UNP Stock Holding History

Ahrens Investment Partners’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 Q1	$5.43K	Buy	+27	New	+$5.47K	﹤0.01%	748
2022 Q3	–	Sell	-257	Closed	-$55K	–	858
2022 Q2	$55K	Buy	257 +1	+0.4%	+$228	0.02%	314
2022 Q1	$70K	Buy	256 +115	+82%	+$29K	0.02%	331
2021 Q4	$36K	Buy	+141	New	+$33.4K	0.02%	479

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

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

Capital International Investors Los Angeles, California $427B AUM 29.17% 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

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

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Ahrens Investment Partners's UNP Position: Q1 2023 in Review

Ahrens Investment Partners opened a new position in Union Pacific (UNP) in Q1 2023: 27 shares worth $5.43K. The stake represents ﹤0.01% of the portfolio and ranks #748 among its holdings. This is a return to the name: Ahrens Investment Partners previously reported a position in UNP as recently as Q2 2022.

Ahrens Investment Partners first reported a position in UNP in Q4 2021 and has held it in 4 quarters since. The position peaked at $70K in Q1 2022. 2,374 funds tracked by Wall St. Rank hold UNP as of Q1 2023.

Ahrens Investment Partners held 27 shares of Union Pacific worth $5.43K as of Q1 2023.
Union Pacific was a new Ahrens Investment Partners position in Q1 2023.
Union Pacific made up ﹤0.01% of Ahrens Investment Partners's portfolio in Q1 2023, its #748 holding.
Ahrens Investment Partners first reported a position in Union Pacific in Q4 2021 and has held it in 4 quarters since.
Ahrens Investment Partners's Union Pacific position peaked at $70K in Q1 2022.
2,374 funds tracked by Wall St. Rank held Union Pacific as of Q1 2023.

Based on Ahrens Investment Partners's 13F filing for Q1 2023, filed 24 Apr 2023.