Aspen Investment Management’s Union Pacific UNP Stock Holding History

Aspen Investment 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	–	Sell	-900	Closed	-$246K	–	151
2022 Q1	$246K	Buy	900 +100	+13%	+$25.3K	0.13%	131
2021 Q4	$202K	Buy	+800	New	+$189K	0.1%	140
2020 Q1	–	Sell	-1,200	Closed	-$217K	–	126
2019 Q4	$217K	Buy	+1,200	New	+$205K	0.14%	127
2019 Q3	–	Sell	-1,200	Closed	-$203K	–	135
2019 Q2	$203K	Hold	1,200	–	–	0.13%	133
2019 Q1	$201K	Buy	+1,200	New	+$193K	0.14%	134
2015 Q2	–	Sell	-2,000	Closed	-$217K	–	127
2015 Q1	$217K	Hold	2,000	–	–	0.17%	120
2014 Q4	$238K	Hold	2,000	–	–	0.2%	111
2014 Q3	$217K	Buy	+2,000	New	+$207K	0.18%	108

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

Aspen Investment Management's UNP Position: Q2 2022 in Review

Aspen Investment Management sold out of Union Pacific (UNP) in Q2 2022, closing a stake of 900 shares — an estimated $246K sold.

Aspen Investment Management first reported a position in UNP in Q3 2014 and held it in 8 quarters. The position peaked at $246K in Q1 2022. 2,358 funds tracked by Wall St. Rank hold UNP as of Q2 2022.

Aspen Investment Management reported no remaining Union Pacific position as of Q2 2022 after selling out during the quarter.
Aspen Investment Management sold 900 Union Pacific shares in Q2 2022, an estimated $246K.
Aspen Investment Management first reported a position in Union Pacific in Q3 2014 and held it in 8 quarters.
Aspen Investment Management's Union Pacific position peaked at $246K in Q1 2022.
2,358 funds tracked by Wall St. Rank held Union Pacific as of Q2 2022.

Based on Aspen Investment Management's 13F filing for Q2 2022, filed 15 Aug 2022.