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Carl Stuart Investment Advisor’s Union Pacific UNP Stock Holding History

Carl Stuart Investment Advisor’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
-642
Closed -$1.75M – 91
2022
Q1 		$1.75M Buy
+642
New +$162K 0.13% 29

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

Carl Stuart Investment Advisor's UNP Position: Q2 2022 in Review

Carl Stuart Investment Advisor sold out of Union Pacific (UNP) in Q2 2022, closing a stake of 642 shares — an estimated $1.75M sold.

Carl Stuart Investment Advisor first reported a position in UNP in Q1 2022 and held it in 1 quarter. The position peaked at $1.75M in Q1 2022. 2,358 funds tracked by Wall St. Rank hold UNP as of Q2 2022.

  • Carl Stuart Investment Advisor reported no remaining Union Pacific position as of Q2 2022 after selling out during the quarter.
  • Carl Stuart Investment Advisor sold 642 Union Pacific shares in Q2 2022, an estimated $1.75M.
  • Carl Stuart Investment Advisor first reported a position in Union Pacific in Q1 2022 and held it in 1 quarter.
  • Carl Stuart Investment Advisor's Union Pacific position peaked at $1.75M in Q1 2022.
  • 2,358 funds tracked by Wall St. Rank held Union Pacific as of Q2 2022.

Based on Carl Stuart Investment Advisor's 13F filing for Q2 2022, filed 11 Aug 2022.