Berman Capital Advisors’s Union Pacific UNP Stock Holding History

Berman Capital Advisors’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
2021 Q3	$531K	Buy	2,711 +221	+9%	+$47.7K	0.08%	127
2021 Q2	$546K	Buy	2,490 +402	+19%	+$89.5K	0.09%	107
2021 Q1	$459K	Sell	2,088 -420	-17%	-$88.2K	0.1%	104
2020 Q4	$521K	Buy	2,508 +954	+61%	+$191K	0.12%	84
2020 Q3	$305K	Sell	1,554 -15	-1%	-$2.79K	0.09%	101
2020 Q2	$263K	Buy	1,569 +146	+10%	+$23.4K	0.07%	116
2020 Q1	$199K	Buy	1,423 +8	+0.6%	+$1.32K	0.06%	119
2019 Q4	$255K	Buy	1,415 +1	+0.1%	+$171	0.07%	116
2019 Q3	$229K	Sell	1,414 -95	-6%	-$16K	0.07%	116
2019 Q2	$254K	Buy	1,509 +253	+20%	+$43.4K	0.08%	113
2019 Q1	$210K	Buy	1,256 +158	+14%	+$25.4K	0.07%	122
2018 Q4	$151K	Buy	+1,098	New	+$163K	0.06%	129

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Berman Capital Advisors's UNP Position: Q3 2021 in Review

Berman Capital Advisors increased its Union Pacific (UNP) stake by 8.9% in Q3 2021, buying an estimated $47.7K and bringing the position to 2,711 shares worth $531K. The position accounts for 0.08% of the portfolio, ranked #127.

Berman Capital Advisors first reported a position in UNP in Q4 2018 and has held it in 12 quarters since. The position peaked at $546K in Q2 2021. 2,168 funds tracked by Wall St. Rank hold UNP as of Q3 2021.

Berman Capital Advisors held 2,711 shares of Union Pacific worth $531K as of Q3 2021.
Berman Capital Advisors bought 221 Union Pacific shares in Q3 2021, an estimated $47.7K.
Union Pacific made up 0.08% of Berman Capital Advisors's portfolio in Q3 2021, its #127 holding.
Berman Capital Advisors first reported a position in Union Pacific in Q4 2018 and has held it in 12 quarters since.
Berman Capital Advisors's Union Pacific position peaked at $546K in Q2 2021.
2,168 funds tracked by Wall St. Rank held Union Pacific as of Q3 2021.

Based on Berman Capital Advisors's 13F filing for Q3 2021, filed 7 Oct 2021.