Capital Directions Investment Advisors’s Union Pacific UNP Stock Holding History

Capital Directions Investment 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
2022 Q4	$6.42K	Buy	+31	New	+$6.36K	﹤0.01%	219
2022 Q3	–	Sell	-31	Closed	-$6.86K	–	200
2022 Q2	$7K	Sell	31 -43	-58%	-$9.78K	﹤0.01%	225
2022 Q1	$20K	Buy	+74	New	+$18.7K	0.01%	198
2021 Q4	–	Sell	-31	Closed	-$6K	–	217
2021 Q3	$6K	Hold	31	–	–	﹤0.01%	243
2021 Q2	$7K	Buy	+31	New	+$6.9K	﹤0.01%	219
2021 Q1	–	Sell	-337	Closed	-$70K	–	343
2020 Q4	$70K	Hold	337	–	–	0.02%	89
2020 Q3	$66K	Hold	337	–	–	0.03%	92
2020 Q2	$57K	Hold	337	–	–	0.02%	101
2020 Q1	$48K	Hold	337	–	–	0.02%	109
2019 Q4	$61K	Hold	337	–	–	0.02%	119
2019 Q3	$55K	Buy	+337	New	+$56.7K	0.02%	123
2018 Q3	–	Sell	-31	Closed	-$4K	–	229
2018 Q2	$4K	Buy	+31	New	+$4.32K	﹤0.01%	139

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

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

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

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

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

Capital Directions Investment Advisors's UNP Position: Q4 2022 in Review

Capital Directions Investment Advisors opened a new position in Union Pacific (UNP) in Q4 2022: 31 shares worth $6.42K. The stake represents ﹤0.01% of the portfolio and ranks #219 among its holdings. This is a return to the name: Capital Directions Investment Advisors previously reported a position in UNP as recently as Q2 2022.

Capital Directions Investment Advisors first reported a position in UNP in Q2 2018 and has held it in 12 quarters since. The position peaked at $70K in Q4 2020. 2,420 funds tracked by Wall St. Rank hold UNP as of Q4 2022.

Capital Directions Investment Advisors held 31 shares of Union Pacific worth $6.42K as of Q4 2022.
Union Pacific was a new Capital Directions Investment Advisors position in Q4 2022.
Union Pacific made up ﹤0.01% of Capital Directions Investment Advisors's portfolio in Q4 2022, its #219 holding.
Capital Directions Investment Advisors first reported a position in Union Pacific in Q2 2018 and has held it in 12 quarters since.
Capital Directions Investment Advisors's Union Pacific position peaked at $70K in Q4 2020.
2,420 funds tracked by Wall St. Rank held Union Pacific as of Q4 2022.

Based on Capital Directions Investment Advisors's 13F filing for Q4 2022, filed 1 Feb 2023.