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Blue Zone Wealth Advisors’s Union Pacific UNP Stock Holding History

Blue Zone Wealth 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
2020
Q2 		– Sell
-18,015
Closed -$2.54M – 65
2020
Q1 		$2.54M Buy
+18,015
New +$2.98M 2.38% 11

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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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

Blue Zone Wealth Advisors's UNP Position: Q2 2020 in Review

Blue Zone Wealth Advisors sold out of Union Pacific (UNP) in Q2 2020, closing a stake of 18,015 shares — an estimated $2.54M sold.

Blue Zone Wealth Advisors first reported a position in UNP in Q1 2020 and held it in 1 quarter. The position peaked at $2.54M in Q1 2020. 1,940 funds tracked by Wall St. Rank hold UNP as of Q2 2020.

  • Blue Zone Wealth Advisors reported no remaining Union Pacific position as of Q2 2020 after selling out during the quarter.
  • Blue Zone Wealth Advisors sold 18,015 Union Pacific shares in Q2 2020, an estimated $2.54M.
  • Blue Zone Wealth Advisors first reported a position in Union Pacific in Q1 2020 and held it in 1 quarter.
  • Blue Zone Wealth Advisors's Union Pacific position peaked at $2.54M in Q1 2020.
  • 1,940 funds tracked by Wall St. Rank held Union Pacific as of Q2 2020.

Based on Blue Zone Wealth Advisors's 13F filing for Q2 2020, filed 20 Jul 2020.