Carson Advisory’s Union Pacific UNP Stock Holding History

Carson Advisory’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	-775	Closed	-$212K	–	137
2022 Q1	$212K	Buy	+775	New	+$196K	0.21%	121

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

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

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

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

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

Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return

Carson Advisory's UNP Position: Q2 2022 in Review

Carson Advisory sold out of Union Pacific (UNP) in Q2 2022, closing a stake of 775 shares — an estimated $212K sold.

Carson Advisory first reported a position in UNP in Q1 2022 and held it in 1 quarter. The position peaked at $212K in Q1 2022. 2,358 funds tracked by Wall St. Rank hold UNP as of Q2 2022.

Carson Advisory reported no remaining Union Pacific position as of Q2 2022 after selling out during the quarter.
Carson Advisory sold 775 Union Pacific shares in Q2 2022, an estimated $212K.
Carson Advisory first reported a position in Union Pacific in Q1 2022 and held it in 1 quarter.
Carson Advisory's Union Pacific position peaked at $212K in Q1 2022.
2,358 funds tracked by Wall St. Rank held Union Pacific as of Q2 2022.

Based on Carson Advisory's 13F filing for Q2 2022, filed 3 Aug 2022.