CI
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Cavalier Investments’s Union Pacific UNP Stock Holding History

Cavalier Investments’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
2019
Q1 		– Sell
-4,836
Closed -$668K – 168
2018
Q4 		$668K Sell
4,836
-1,554
-24% -$230K 0.22% 86
2018
Q3 		$1.04M Hold
6,390
– – 0.3% 73
2018
Q2 		$905K Buy
6,390
+1,147
+22% +$160K 0.31% 71
2018
Q1 		$705K Buy
+5,243
New +$705K 0.25% 76

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Cavalier Investments's UNP Position: Q1 2019 in Review

Cavalier Investments sold out of Union Pacific (UNP) in Q1 2019, closing a stake of 4,836 shares — an estimated $668K sold.

Cavalier Investments first reported a position in UNP in Q1 2018 and held it in 4 quarters. The position peaked at $1.04M in Q3 2018. 1,839 funds tracked by Wall St. Rank hold UNP as of Q1 2019.

  • Cavalier Investments reported no remaining Union Pacific position as of Q1 2019 after selling out during the quarter.
  • Cavalier Investments sold 4,836 Union Pacific shares in Q1 2019, an estimated $668K.
  • Cavalier Investments first reported a position in Union Pacific in Q1 2018 and held it in 4 quarters.
  • Cavalier Investments's Union Pacific position peaked at $1.04M in Q3 2018.
  • 1,839 funds tracked by Wall St. Rank held Union Pacific as of Q1 2019.

Based on Cavalier Investments's 13F filing for Q1 2019, filed 3 May 2019.