Domani Wealth’s Union Pacific UNP Stock Holding History

Domani Wealth’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 Q1	$297K	Buy	1,476 +30	+2%	+$6.08K	0.07%	97
2022 Q4	$299K	Buy	1,446 +8	+0.6%	+$1.64K	0.07%	100
2022 Q3	$280K	Hold	1,438	–	–	0.08%	89
2022 Q2	$307K	Hold	1,438	–	–	0.08%	91
2022 Q1	$393K	Hold	1,438	–	–	0.09%	93
2021 Q4	$362K	Hold	1,438	–	–	0.07%	96
2021 Q3	$282K	Hold	1,438	–	–	0.06%	100
2021 Q2	$316K	Hold	1,438	–	–	0.06%	98
2021 Q1	$317K	Hold	1,438	–	–	0.06%	101
2020 Q4	$299K	Hold	1,438	–	–	0.06%	99
2020 Q3	$283K	Hold	1,438	–	–	0.06%	100
2020 Q2	$243K	Hold	1,438	–	–	0.06%	110
2020 Q1	$203K	Hold	1,438	–	–	0.05%	120
2019 Q4	$260K	Hold	1,438	–	–	0.09%	99
2019 Q3	$233K	Buy	1,438 +73	+5%	+$12.3K	0.08%	103
2019 Q2	$231K	Hold	1,365	–	–	0.09%	97
2019 Q1	$228K	Buy	+1,365	New	+$220K	0.09%	100

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

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

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 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

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Domani Wealth's UNP Position: Q1 2023 in Review

Domani Wealth increased its Union Pacific (UNP) stake by 2.1% in Q1 2023, buying an estimated $6.08K and bringing the position to 1,476 shares worth $297K. The position accounts for 0.07% of the portfolio, ranked #97.

Domani Wealth first reported a position in UNP in Q1 2019 and has held it in 17 quarters since. The position peaked at $393K in Q1 2022. 2,375 funds tracked by Wall St. Rank hold UNP as of Q1 2023.

Domani Wealth held 1,476 shares of Union Pacific worth $297K as of Q1 2023.
Domani Wealth bought 30 Union Pacific shares in Q1 2023, an estimated $6.08K.
Union Pacific made up 0.07% of Domani Wealth's portfolio in Q1 2023, its #97 holding.
Domani Wealth first reported a position in Union Pacific in Q1 2019 and has held it in 17 quarters since.
Domani Wealth's Union Pacific position peaked at $393K in Q1 2022.
2,375 funds tracked by Wall St. Rank held Union Pacific as of Q1 2023.

Based on Domani Wealth's 13F filing for Q1 2023, filed 19 Apr 2023.