Boston Research & Management’s Union Pacific UNP Stock Holding History

Boston Research & 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
2021 Q3	–	Sell	-1,020	Closed	-$224K	–	109
2021 Q2	$224K	Hold	1,020	–	–	0.07%	104
2021 Q1	$224K	Hold	1,020	–	–	0.07%	104
2020 Q4	$212K	Hold	1,020	–	–	0.07%	104
2020 Q3	$200K	Buy	+1,020	New	+$190K	0.08%	100
2018 Q1	–	Sell	-2,620	Closed	-$351K	–	97
2017 Q4	$351K	Hold	2,620	–	–	0.18%	84
2017 Q3	$303K	Hold	2,620	–	–	0.15%	86
2017 Q2	$285K	Hold	2,620	–	–	0.15%	85
2017 Q1	$277K	Hold	2,620	–	–	0.15%	84
2016 Q4	$271K	Hold	2,620	–	–	0.15%	87
2016 Q3	$255K	Hold	2,620	–	–	0.15%	87
2016 Q2	$228K	Hold	2,620	–	–	0.14%	92
2016 Q1	$208K	Hold	2,620	–	–	0.13%	94
2015 Q4	$204K	Hold	2,620	–	–	0.13%	97
2015 Q3	$231K	Hold	2,620	–	–	0.15%	93
2015 Q2	$249K	Hold	2,620	–	–	0.16%	88
2015 Q1	$283K	Hold	2,620	–	–	0.18%	87
2014 Q4	$312K	Hold	2,620	–	–	0.2%	87
2014 Q3	$284K	Hold	2,620	–	–	0.19%	86
2014 Q2	$261K	Buy	2,620 +340	+15%	+$32.9K	0.18%	88
2014 Q1	$213K	Buy	+2,280	New	+$203K	0.16%	96

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 $298B AUM 21.96% 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

Boston Research & Management's UNP Position: Q3 2021 in Review

Boston Research & Management sold out of Union Pacific (UNP) in Q3 2021, closing a stake of 1,020 shares — an estimated $224K sold.

Boston Research & Management first reported a position in UNP in Q1 2014 and held it in 20 quarters. The position peaked at $351K in Q4 2017. 2,167 funds tracked by Wall St. Rank hold UNP as of Q3 2021.

Boston Research & Management reported no remaining Union Pacific position as of Q3 2021 after selling out during the quarter.
Boston Research & Management sold 1,020 Union Pacific shares in Q3 2021, an estimated $224K.
Boston Research & Management first reported a position in Union Pacific in Q1 2014 and held it in 20 quarters.
Boston Research & Management's Union Pacific position peaked at $351K in Q4 2017.
2,167 funds tracked by Wall St. Rank held Union Pacific as of Q3 2021.

Based on Boston Research & Management's 13F filing for Q3 2021, filed 10 Nov 2021.