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Aspen Wealth Strategies’s Union Pacific UNP Stock Holding History

Aspen Wealth Strategies’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
-1,020
Closed -$205K – 90
2023
Q1 		$205K Hold
1,020
– – 0.16% 74
2022
Q4 		$211K Buy
+1,020
New +$209K 0.17% 71

Other funds holding UNP

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Aspen Wealth Strategies's UNP Position: Q2 2023 in Review

Aspen Wealth Strategies sold out of Union Pacific (UNP) in Q2 2023, closing a stake of 1,020 shares — an estimated $205K sold.

Aspen Wealth Strategies first reported a position in UNP in Q4 2022 and held it in 2 quarters. The position peaked at $211K in Q4 2022. 2,413 funds tracked by Wall St. Rank hold UNP as of Q2 2023.

  • Aspen Wealth Strategies reported no remaining Union Pacific position as of Q2 2023 after selling out during the quarter.
  • Aspen Wealth Strategies sold 1,020 Union Pacific shares in Q2 2023, an estimated $205K.
  • Aspen Wealth Strategies first reported a position in Union Pacific in Q4 2022 and held it in 2 quarters.
  • Aspen Wealth Strategies's Union Pacific position peaked at $211K in Q4 2022.
  • 2,413 funds tracked by Wall St. Rank held Union Pacific as of Q2 2023.

Based on Aspen Wealth Strategies's 13F filing for Q2 2023, filed 2 Aug 2023.