Clear Perspective Advisors’s Union Pacific UNP Stock Holding History

Clear Perspective Advisors’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
2021 Q4	$2.1M	Sell	8,323 -206	-2%	-$48.8K	0.64%	28
2021 Q3	$1.67M	Sell	8,529 -85	-1%	-$18.4K	0.57%	34
2021 Q2	$1.9M	Buy	8,614 +252	+3%	+$56.1K	0.66%	32
2021 Q1	$1.84M	Buy	8,362 +325	+4%	+$68.2K	0.72%	27
2020 Q4	$1.67M	Sell	8,037 -345	-4%	-$68.9K	0.68%	30
2020 Q3	$276	Buy	8,382 +28	+0.3%	+$5.2K	0.13%	114
2020 Q2	$1.41M	Buy	8,354 +1,113	+15%	+$178K	0.77%	24
2020 Q1	$1.02M	Sell	7,241 -869	-11%	-$144K	0.68%	27
2019 Q4	$1.47M	Sell	8,110 -8,343	-51%	-$1.43M	0.91%	25
2019 Q3	$2.72M	Buy	16,453 +8,173	+99%	+$1.37M	1.23%	19
2019 Q2	$1.4M	Sell	8,280 -287	-3%	-$49.2K	0.9%	25
2019 Q1	$1.44M	Buy	8,567 +191	+2%	+$30.7K	1.02%	25
2018 Q4	$1.16M	Sell	8,376 -460	-5%	-$68.2K	0.96%	24
2018 Q3	$1.44M	Buy	8,836 +1,466	+20%	+$221K	1.07%	22
2018 Q2	$1.04M	Sell	7,370 -117	-2%	-$16.3K	0.73%	31
2018 Q1	$1.01M	Hold	7,487	–	–	0.75%	30
2017 Q4	$1M	Sell	7,487 -130	-2%	-$15.7K	0.77%	30
2017 Q3	$883K	Sell	7,617 -3,480	-31%	-$373K	0.72%	36
2017 Q2	$1.21M	Buy	11,097 +412	+4%	+$44.9K	1.02%	26
2017 Q1	$1.13M	Sell	10,685 -1,940	-15%	-$207K	0.75%	33
2016 Q4	$1.31M	Buy	+12,625	New	+$1.24M	0.87%	25

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

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

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Clear Perspective Advisors's UNP Position: Q4 2021 in Review

Clear Perspective Advisors reduced its Union Pacific (UNP) stake by 2.4% in Q4 2021, selling an estimated $48.8K and leaving 8,323 shares worth $2.1M. The position accounts for 0.64% of the portfolio, ranked #28.

Clear Perspective Advisors first reported a position in UNP in Q4 2016 and has held it in 21 quarters since. The position peaked at $2.72M in Q3 2019. 2,401 funds tracked by Wall St. Rank hold UNP as of Q4 2021.

Clear Perspective Advisors held 8,323 shares of Union Pacific worth $2.1M as of Q4 2021.
Clear Perspective Advisors sold 206 Union Pacific shares in Q4 2021, an estimated $48.8K.
Union Pacific made up 0.64% of Clear Perspective Advisors's portfolio in Q4 2021, its #28 holding.
Clear Perspective Advisors first reported a position in Union Pacific in Q4 2016 and has held it in 21 quarters since.
Clear Perspective Advisors's Union Pacific position peaked at $2.72M in Q3 2019.
2,401 funds tracked by Wall St. Rank held Union Pacific as of Q4 2021.

Based on Clear Perspective Advisors's 13F filing for Q4 2021, filed 17 Feb 2022.