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B. Riley Wealth Management’s Union Pacific UNP Stock Holding History

B. Riley 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 		$8.48K Sell
20,832
-1,508
-7% -$343K 0.01% 125
2022
Q1 		$6.1M Buy
22,340
+136
+0.6% +$34.3K 0.47% 51
2021
Q4 		$5.59M Buy
22,204
+1,043
+5% +$247K 0.39% 59
2021
Q3 		$4.15M Buy
21,161
+18,316
+644% +$3.96M 0.32% 76
2021
Q2 		$626K Hold
2,845
– – 0.07% 202
2021
Q1 		$627K Buy
2,845
+522
+22% +$110K 0.07% 199
2020
Q4 		$484K Hold
2,323
– – 0.06% 207
2020
Q3 		$457K Sell
2,323
-14,839
-86% -$2.76M 0.05% 237
2020
Q2 		$2.9M Sell
17,162
-1,037
-6% -$166K 0.32% 78
2020
Q1 		$2.57M Buy
18,199
+3,495
+24% +$578K 0.27% 92
2019
Q4 		$2.66M Sell
14,704
-26
-0.2% -$4.45K 0.4% 60
2019
Q3 		$2.39M Sell
14,730
-33
-0.2% -$5.55K 0.42% 60
2019
Q2 		$2.5K Sell
14,763
-491
-3% -$84.1K 0.38% 55
2019
Q1 		$2.55M Sell
15,254
-93
-0.6% -$15K 0.44% 53
2018
Q4 		$2.12M Sell
15,347
-929
-6% -$138K 0.44% 51
2018
Q3 		$2.65M Buy
+16,276
New +$2.45M 0.65% 33
2016
Q1 		$296K Sell
3,730
-160
-4% -$12.4K 0.44% 82
2015
Q4 		$304K Sell
3,890
-20
-0.5% -$1.72K 0.39% 92
2015
Q3 		$345K Sell
3,910
-2,086
-35% -$190K 0.49% 72
2015
Q2 		$571K Buy
5,996
+716
+14% +$74.6K 0.45% 40
2015
Q1 		$571K Buy
5,280
+904
+21% +$106K 0.43% 52
2014
Q4 		$521K Sell
4,376
-436
-9% -$50.1K 0.43% 50
2014
Q3 		$521K Buy
4,812
+2
+0% +$207 0.39% 58
2014
Q2 		$479K Buy
4,810
+476
+11% +$46.1K 0.31% 76
2014
Q1 		$407K Buy
+4,334
New +$385K 0.3% 84

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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return

B. Riley Wealth Management's UNP Position: Q2 2022 in Review

B. Riley Wealth Management reduced its Union Pacific (UNP) stake by 6.8% in Q2 2022, selling an estimated $343K and leaving 20,832 shares worth $8.48K. The position accounts for 0.01% of the portfolio, ranked #125.

B. Riley Wealth Management first reported a position in UNP in Q1 2014 and has held it in 25 quarters since. The position peaked at $6.1M in Q1 2022. 2,358 funds tracked by Wall St. Rank hold UNP as of Q2 2022.

  • B. Riley Wealth Management held 20,832 shares of Union Pacific worth $8.48K as of Q2 2022.
  • B. Riley Wealth Management sold 1,508 Union Pacific shares in Q2 2022, an estimated $343K.
  • Union Pacific made up 0.01% of B. Riley Wealth Management's portfolio in Q2 2022, its #125 holding.
  • B. Riley Wealth Management first reported a position in Union Pacific in Q1 2014 and has held it in 25 quarters since.
  • B. Riley Wealth Management's Union Pacific position peaked at $6.1M in Q1 2022.
  • 2,358 funds tracked by Wall St. Rank held Union Pacific as of Q2 2022.

Based on B. Riley Wealth Management's 13F filing for Q2 2022, filed 9 Sep 2022.