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Catalyst Private Wealth’s Union Pacific UNP Stock Holding History

Catalyst Private 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
Q4 		– Sell
-681
Closed -$134K – 268
2020
Q3 		$134K Buy
+681
New +$127K 0.13% 68

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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Catalyst Private Wealth's UNP Position: Q4 2020 in Review

Catalyst Private Wealth sold out of Union Pacific (UNP) in Q4 2020, closing a stake of 681 shares — an estimated $134K sold.

Catalyst Private Wealth first reported a position in UNP in Q3 2020 and held it in 1 quarter. The position peaked at $134K in Q3 2020. 2,141 funds tracked by Wall St. Rank hold UNP as of Q4 2020.

  • Catalyst Private Wealth reported no remaining Union Pacific position as of Q4 2020 after selling out during the quarter.
  • Catalyst Private Wealth sold 681 Union Pacific shares in Q4 2020, an estimated $134K.
  • Catalyst Private Wealth first reported a position in Union Pacific in Q3 2020 and held it in 1 quarter.
  • Catalyst Private Wealth's Union Pacific position peaked at $134K in Q3 2020.
  • 2,141 funds tracked by Wall St. Rank held Union Pacific as of Q4 2020.

Based on Catalyst Private Wealth's 13F filing for Q4 2020, filed 5 Mar 2021.