Column Capital Advisors’s Union Pacific UNP Stock Holding History

Column Capital 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
2023 Q3	$97.9K	Sell	481 -10	-2%	-$2.18K	0.01%	221
2023 Q2	$100K	Sell	491 -5	-1%	-$994	0.01%	221
2023 Q1	$99.8K	Sell	496 -200	-29%	-$40.5K	0.01%	224
2022 Q4	$144K	Hold	696	–	–	0.02%	160
2022 Q3	$136K	Hold	696	–	–	0.03%	155
2022 Q2	$148K	Hold	696	–	–	0.03%	142
2022 Q1	$190K	Sell	696 -323	-32%	-$81.6K	0.03%	133
2021 Q4	$257K	Buy	1,019 +467	+85%	+$111K	0.05%	111
2021 Q3	$108K	Sell	552 -1	-0.2%	-$216	0.02%	179
2021 Q2	$122K	Hold	553	–	–	0.03%	166
2021 Q1	$122K	Buy	553 +200	+57%	+$42K	0.03%	158
2020 Q4	$74K	Hold	353	–	–	0.02%	215
2020 Q3	$69K	Hold	353	–	–	0.02%	198
2020 Q2	$59K	Sell	353 -34	-9%	-$5.45K	0.02%	226
2020 Q1	$55K	Hold	387	–	–	0.02%	188
2019 Q4	$69K	Buy	+387	New	+$66.3K	0.04%	192

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

Capital International Investors

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Bank of America

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

Geode Capital Management

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

Massachusetts Financial Services

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

T. Rowe Price Associates

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

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