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Cypress Point Wealth Management’s Union Pacific UNP Stock Holding History

Cypress Point Wealth Management’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 		– Sell
-1,510
Closed -$314K – 192
2020
Q4 		$314K Buy
+1,510
New +$302K 0.48% 67

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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Cypress Point Wealth Management's UNP Position: Q1 2021 in Review

Cypress Point Wealth Management sold out of Union Pacific (UNP) in Q1 2021, closing a stake of 1,510 shares — an estimated $314K sold.

Cypress Point Wealth Management first reported a position in UNP in Q4 2020 and held it in 1 quarter. The position peaked at $314K in Q4 2020. 2,196 funds tracked by Wall St. Rank hold UNP as of Q1 2021.

  • Cypress Point Wealth Management reported no remaining Union Pacific position as of Q1 2021 after selling out during the quarter.
  • Cypress Point Wealth Management sold 1,510 Union Pacific shares in Q1 2021, an estimated $314K.
  • Cypress Point Wealth Management first reported a position in Union Pacific in Q4 2020 and held it in 1 quarter.
  • Cypress Point Wealth Management's Union Pacific position peaked at $314K in Q4 2020.
  • 2,196 funds tracked by Wall St. Rank held Union Pacific as of Q1 2021.

Based on Cypress Point Wealth Management's 13F filing for Q1 2021, filed 7 May 2021.