Altium Wealth Management’s Union Pacific UNP Stock Holding History

Altium Wealth Management’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
2022 Q2	$3.48M	Buy	16,306 +1,407	+9%	+$320K	0.25%	52
2022 Q1	$4.07M	Buy	14,899 +834	+6%	+$211K	0.26%	50
2021 Q4	$3.54M	Buy	14,065 +817	+6%	+$194K	0.23%	54
2021 Q3	$2.6M	Buy	13,248 +13	+0.1%	+$2.81K	0.19%	65
2021 Q2	$2.91M	Sell	13,235 -792	-6%	-$176K	0.21%	54
2021 Q1	$3.09M	Buy	14,027 +29	+0.2%	+$6.09K	0.25%	48
2020 Q4	$2.92M	Buy	13,998 +259	+2%	+$51.7K	0.26%	42
2020 Q3	$2.71M	Buy	13,739 +1,075	+8%	+$200K	0.28%	40
2020 Q2	$2.14M	Sell	12,664 -202	-2%	-$32.4K	0.24%	50
2020 Q1	$1.81M	Buy	12,866 +1,408	+12%	+$233K	0.25%	52
2019 Q4	$2.07M	Buy	11,458 +2,200	+24%	+$377K	0.25%	55
2019 Q3	$1.5M	Buy	9,258 +1,155	+14%	+$194K	0.2%	65
2019 Q2	$1.37M	Buy	8,103 +991	+14%	+$170K	0.2%	67
2019 Q1	$1.19M	Buy	7,112 +266	+4%	+$42.8K	0.19%	70
2018 Q4	$946K	Buy	6,846 +786	+13%	+$116K	0.18%	79
2018 Q3	$987K	Buy	6,060 +716	+13%	+$108K	0.19%	83
2018 Q2	$757K	Sell	5,344 -1,684	-24%	-$235K	0.2%	84
2018 Q1	$944K	Buy	7,028 +911	+15%	+$123K	0.37%	48
2017 Q4	$820K	Buy	+6,117	New	+$738K	0.38%	51

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

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

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

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

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

Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return

Altium Wealth Management's UNP Position: Q2 2022 in Review

Altium Wealth Management increased its Union Pacific (UNP) stake by 9.4% in Q2 2022, buying an estimated $320K and bringing the position to 16,306 shares worth $3.48M. The position accounts for 0.25% of the portfolio, ranked #52.

Altium Wealth Management first reported a position in UNP in Q4 2017 and has held it in 19 quarters since. The position peaked at $4.07M in Q1 2022. 2,358 funds tracked by Wall St. Rank hold UNP as of Q2 2022.

Altium Wealth Management held 16,306 shares of Union Pacific worth $3.48M as of Q2 2022.
Altium Wealth Management bought 1,407 Union Pacific shares in Q2 2022, an estimated $320K.
Union Pacific made up 0.25% of Altium Wealth Management's portfolio in Q2 2022, its #52 holding.
Altium Wealth Management first reported a position in Union Pacific in Q4 2017 and has held it in 19 quarters since.
Altium Wealth Management's Union Pacific position peaked at $4.07M in Q1 2022.
2,358 funds tracked by Wall St. Rank held Union Pacific as of Q2 2022.

Based on Altium Wealth Management's 13F filing for Q2 2022, filed 22 Jul 2022.