CSat Investment Advisory’s Union Pacific UNP Stock Holding History

CSat Investment Advisory’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 Q1	$5K	Buy	24 +4	+20%	+$840	﹤0.01%	497
2020 Q4	$4K	Sell	20 -3,218	-99%	-$643K	﹤0.01%	499
2020 Q3	$638K	Buy	3,238 +293	+10%	+$54.5K	0.06%	161
2020 Q2	$498K	Sell	2,945 -60	-2%	-$9.62K	0.06%	182
2020 Q1	$424K	Buy	3,005 +1,124	+60%	+$186K	0.09%	160
2019 Q4	$340K	Buy	1,881 +570	+43%	+$97.6K	0.09%	188
2019 Q3	$212K	Buy	1,311 +144	+12%	+$24.2K	0.07%	201
2019 Q2	$198K	Buy	1,167 +1,152	+7,680%	+$197K	0.07%	190
2019 Q1	$3K	Sell	15 -2	-12%	-$322	﹤0.01%	536
2018 Q4	$2K	Buy	17 +4	+31%	+$593	﹤0.01%	538
2018 Q3	$2K	Buy	13 +2	+18%	+$301	﹤0.01%	537
2018 Q2	$2K	Buy	+11	New	+$1.53K	﹤0.01%	537

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

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

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

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

CSat Investment Advisory's UNP Position: Q1 2021 in Review

CSat Investment Advisory increased its Union Pacific (UNP) stake by 20% in Q1 2021, buying an estimated $840 and bringing the position to 24 shares worth $5K. The position accounts for ﹤0.01% of the portfolio, ranked #497.

CSat Investment Advisory first reported a position in UNP in Q2 2018 and has held it in 12 quarters since. The position peaked at $638K in Q3 2020. 2,197 funds tracked by Wall St. Rank hold UNP as of Q1 2021.

CSat Investment Advisory held 24 shares of Union Pacific worth $5K as of Q1 2021.
CSat Investment Advisory bought 4 Union Pacific shares in Q1 2021, an estimated $840.
Union Pacific made up ﹤0.01% of CSat Investment Advisory's portfolio in Q1 2021, its #497 holding.
CSat Investment Advisory first reported a position in Union Pacific in Q2 2018 and has held it in 12 quarters since.
CSat Investment Advisory's Union Pacific position peaked at $638K in Q3 2020.
2,197 funds tracked by Wall St. Rank held Union Pacific as of Q1 2021.

Based on CSat Investment Advisory's 13F filing for Q1 2021, filed 13 May 2021.