CFO4Life’s Union Pacific UNP Stock Holding History

CFO4Life’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 Q4	$699K	Buy	+3,376	New	+$692K	0.15%	80
2016 Q4	$277K	Hold	2,671	–	–	0.23%	76
2016 Q3	$260K	Buy	2,671 +1	+0%	+$94	0.23%	72
2016 Q2	$233K	Sell	2,670 -20	-0.7%	-$1.69K	0.2%	80
2016 Q1	$214K	Sell	2,690 -3,536	-57%	-$273K	0.19%	77
2015 Q4	$487K	Buy	6,226 +137	+2%	+$11.8K	0.46%	38
2015 Q3	$538K	Sell	6,089 -1,733	-22%	-$158K	0.57%	30
2015 Q2	$746K	Sell	7,822 -628	-7%	-$65.5K	0.62%	33
2015 Q1	$915K	Sell	8,450 -311	-4%	-$36.5K	0.76%	29
2014 Q4	$1.04M	Buy	+8,761	New	+$1.01M	0.86%	17

Other funds holding UNP

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

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

CFO4Life's UNP Position: Q4 2022 in Review

CFO4Life opened a new position in Union Pacific (UNP) in Q4 2022: 3,376 shares worth $699K. The stake represents 0.15% of the portfolio and ranks #80 among its holdings. This is a return to the name: CFO4Life previously reported a position in UNP as recently as Q4 2016.

CFO4Life first reported a position in UNP in Q4 2014 and has held it in 10 quarters since. The position peaked at $1.04M in Q4 2014. 2,420 funds tracked by Wall St. Rank hold UNP as of Q4 2022.

CFO4Life held 3,376 shares of Union Pacific worth $699K as of Q4 2022.
Union Pacific was a new CFO4Life position in Q4 2022.
Union Pacific made up 0.15% of CFO4Life's portfolio in Q4 2022, its #80 holding.
CFO4Life first reported a position in Union Pacific in Q4 2014 and has held it in 10 quarters since.
CFO4Life's Union Pacific position peaked at $1.04M in Q4 2014.
2,420 funds tracked by Wall St. Rank held Union Pacific as of Q4 2022.

Based on CFO4Life's 13F filing for Q4 2022, filed 11 Jan 2023.