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Benson Investment Management Company’s Union Pacific UNP Stock Holding History

Benson Investment Management Company’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
Q4 		– Sell
-660
Closed -$129K – 68
2022
Q3 		$129K Hold
660
– – 0.09% 44
2022
Q2 		$141K Hold
660
– – 0.09% 46
2022
Q1 		$180K Hold
660
– – 0.09% 46
2021
Q4 		$166K Hold
660
– – 0.08% 44
2021
Q3 		$129K Hold
660
– – 0.07% 51
2021
Q2 		$145K Hold
660
– – 0.07% 51
2021
Q1 		$145K Hold
660
– – 0.08% 45
2020
Q4 		$137K Hold
660
– – 0.08% 41
2020
Q3 		$130K Hold
660
– – 0.08% 43
2020
Q2 		$112K Hold
660
– – 0.08% 44
2020
Q1 		$93K Sell
660
-17,980
-96% -$2.97M 0.07% 43
2019
Q4 		$3.37M Buy
18,640
+395
+2% +$67.6K 2.17% 31
2019
Q3 		$2.96M Sell
18,245
-475
-3% -$79.9K 2.12% 32
2019
Q2 		$3.17M Sell
18,720
-335
-2% -$57.4K 2.38% 26
2019
Q1 		$3.19M Buy
19,055
+185
+1% +$29.8K 2.46% 21
2018
Q4 		$2.61M Sell
18,870
-240
-1% -$35.6K 2.21% 26
2018
Q3 		$3.11M Sell
19,110
-3,250
-15% -$489K 2.34% 19
2018
Q2 		$3.17M Sell
22,360
-45
-0.2% -$6.27K 2.49% 13
2018
Q1 		$3.01M Sell
22,405
-415
-2% -$55.8K 2.44% 10
2017
Q4 		$3.06M Buy
22,820
+165
+0.7% +$19.9K 2.28% 11
2017
Q3 		$2.63M Buy
22,655
+21,995
+3,333% +$2.36M 2.16% 16
2017
Q2 		$72K Hold
660
– – 0.06% 63
2017
Q1 		$70K Hold
660
– – 0.07% 60
2016
Q4 		$68K Buy
+660
New +$64.9K 0.07% 62

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
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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Benson Investment Management Company's UNP Position: Q4 2022 in Review

Benson Investment Management Company sold out of Union Pacific (UNP) in Q4 2022, closing a stake of 660 shares — an estimated $129K sold.

Benson Investment Management Company first reported a position in UNP in Q4 2016 and held it in 24 quarters. The position peaked at $3.37M in Q4 2019. 2,420 funds tracked by Wall St. Rank hold UNP as of Q4 2022.

  • Benson Investment Management Company reported no remaining Union Pacific position as of Q4 2022 after selling out during the quarter.
  • Benson Investment Management Company sold 660 Union Pacific shares in Q4 2022, an estimated $129K.
  • Benson Investment Management Company first reported a position in Union Pacific in Q4 2016 and held it in 24 quarters.
  • Benson Investment Management Company's Union Pacific position peaked at $3.37M in Q4 2019.
  • 2,420 funds tracked by Wall St. Rank held Union Pacific as of Q4 2022.

Based on Benson Investment Management Company's 13F filing for Q4 2022, filed 19 Jan 2023.