Catalyst Wealth Management’s Union Pacific UNP Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2023
Q1
$1.38M Buy
6,862
+414
+6% +$83.9K 1.29% 26
2022
Q4
$1.34M Buy
+6,448
New +$1.32M 1.26% 28

Other funds holding UNP

Catalyst Wealth Management's UNP Position: Q1 2023 in Review

Catalyst Wealth Management increased its Union Pacific (UNP) stake by 6.4% in Q1 2023, buying an estimated $83.9K and bringing the position to 6,862 shares worth $1.38M. The position accounts for 1.29% of the portfolio, ranked #26.

Catalyst Wealth Management first reported a position in UNP in Q4 2022 and has held it in 2 quarters since. 2,375 funds tracked by Wall St. Rank hold UNP as of Q1 2023.

  • Catalyst Wealth Management held 6,862 shares of Union Pacific worth $1.38M as of Q1 2023.
  • Catalyst Wealth Management bought 414 Union Pacific shares in Q1 2023, an estimated $83.9K.
  • Union Pacific made up 1.29% of Catalyst Wealth Management's portfolio in Q1 2023, its #26 holding.
  • Catalyst Wealth Management first reported a position in Union Pacific in Q4 2022 and has held it in 2 quarters since.
  • 2,375 funds tracked by Wall St. Rank held Union Pacific as of Q1 2023.

Based on Catalyst Wealth Management's 13F filing for Q1 2023, filed 11 Apr 2023.