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Bernardo Wealth Planning’s Union Pacific UNP Stock Holding History

Bernardo Wealth Planning’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 		– Sell
-933
Closed -$255K – 95
2022
Q1 		$255K Buy
933
+2
+0.2% +$505 0.13% 76
2021
Q4 		$234K Buy
+931
New +$221K 0.11% 76
2021
Q3 		– Sell
-916
Closed -$201K – 80
2021
Q2 		$201K Sell
916
-20
-2% -$4.45K 0.12% 75
2021
Q1 		$206K Sell
936
-1,196
-56% -$251K 0.13% 73
2020
Q4 		$444K Sell
2,132
-61
-3% -$12.2K 0.17% 106
2020
Q3 		$431K Buy
2,193
+925
+73% +$172K 0.19% 92
2020
Q2 		$214K Buy
+1,268
New +$203K 0.11% 127
2020
Q1 		– Sell
-1,268
Closed -$229K – 162
2019
Q4 		$229K Hold
1,268
– – 0.14% 148
2019
Q3 		$205K Hold
1,268
– – 0.15% 150
2019
Q2 		$215K Buy
1,268
+3
+0.2% +$514 0.17% 137
2019
Q1 		$212K Buy
+1,265
New +$204K 0.17% 136

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

Bernardo Wealth Planning's UNP Position: Q2 2022 in Review

Bernardo Wealth Planning sold out of Union Pacific (UNP) in Q2 2022, closing a stake of 933 shares — an estimated $255K sold.

Bernardo Wealth Planning first reported a position in UNP in Q1 2019 and held it in 11 quarters. The position peaked at $444K in Q4 2020. 2,358 funds tracked by Wall St. Rank hold UNP as of Q2 2022.

  • Bernardo Wealth Planning reported no remaining Union Pacific position as of Q2 2022 after selling out during the quarter.
  • Bernardo Wealth Planning sold 933 Union Pacific shares in Q2 2022, an estimated $255K.
  • Bernardo Wealth Planning first reported a position in Union Pacific in Q1 2019 and held it in 11 quarters.
  • Bernardo Wealth Planning's Union Pacific position peaked at $444K in Q4 2020.
  • 2,358 funds tracked by Wall St. Rank held Union Pacific as of Q2 2022.

Based on Bernardo Wealth Planning's 13F filing for Q2 2022, filed 29 Jul 2022.