Berkshire Money Management’s Union Pacific UNP Stock Holding History

Berkshire Money 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
2014 Q4	–	Sell	-3,292	Closed	-$357K	–	21
2014 Q3	$357K	Sell	3,292 -308	-9%	-$31.9K	0.15%	13
2014 Q2	$359K	Hold	3,600	–	–	0.25%	9
2014 Q1	$338K	Hold	3,600	–	–	0.15%	12
2013 Q4	$302K	Sell	3,600 -400	-10%	-$31.7K	0.11%	15
2013 Q3	$311K	Hold	4,000	–	–	0.14%	14
2013 Q2	$309K	Buy	+4,000	New	+$301K	0.15%	14

Other funds holding UNP

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

JHIU

Janus Henderson Investors US Denver, Colorado $122B AUM 18.26% 1-Year Est. Return

Berkshire Money Management's UNP Position: Q4 2014 in Review

Berkshire Money Management sold out of Union Pacific (UNP) in Q4 2014, closing a stake of 3,292 shares — an estimated $357K sold.

Berkshire Money Management first reported a position in UNP in Q2 2013 and held it in 6 quarters. The position peaked at $359K in Q2 2014. 1,392 funds tracked by Wall St. Rank hold UNP as of Q4 2014.

Berkshire Money Management reported no remaining Union Pacific position as of Q4 2014 after selling out during the quarter.
Berkshire Money Management sold 3,292 Union Pacific shares in Q4 2014, an estimated $357K.
Berkshire Money Management first reported a position in Union Pacific in Q2 2013 and held it in 6 quarters.
Berkshire Money Management's Union Pacific position peaked at $359K in Q2 2014.
1,392 funds tracked by Wall St. Rank held Union Pacific as of Q4 2014.

Based on Berkshire Money Management's 13F filing for Q4 2014, filed 22 Jan 2015.