CA Family Wealth’s Union Pacific UNP Stock Holding History

CA Family Wealth’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 Q1	–	Sell	-1,683	Closed	-$304K	–	127
2019 Q4	$304K	Buy	+1,683	New	+$288K	0.2%	65

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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

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

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

CA Family Wealth's UNP Position: Q1 2020 in Review

CA Family Wealth sold out of Union Pacific (UNP) in Q1 2020, closing a stake of 1,683 shares — an estimated $304K sold.

CA Family Wealth first reported a position in UNP in Q4 2019 and held it in 1 quarter. The position peaked at $304K in Q4 2019. 1,852 funds tracked by Wall St. Rank hold UNP as of Q1 2020.

CA Family Wealth reported no remaining Union Pacific position as of Q1 2020 after selling out during the quarter.
CA Family Wealth sold 1,683 Union Pacific shares in Q1 2020, an estimated $304K.
CA Family Wealth first reported a position in Union Pacific in Q4 2019 and held it in 1 quarter.
CA Family Wealth's Union Pacific position peaked at $304K in Q4 2019.
1,852 funds tracked by Wall St. Rank held Union Pacific as of Q1 2020.

Based on CA Family Wealth's 13F filing for Q1 2020, filed 11 May 2020.