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Doyle Wealth Management’s Union Pacific UNP Stock Holding History

Doyle 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
2020
Q1 		– Sell
-1,317
Closed -$238K – 210
2019
Q4 		$238K Buy
+1,317
New +$225K 0.03% 186
2019
Q3 		– Sell
-640
Closed -$108K – 722
2019
Q2 		$108K Buy
+640
New +$110K 0.01% 257
2019
Q1 		– Sell
-600
Closed -$83K – 713
2018
Q4 		$83K Buy
+600
New +$88.9K 0.01% 283

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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Doyle Wealth Management's UNP Position: Q1 2020 in Review

Doyle Wealth Management sold out of Union Pacific (UNP) in Q1 2020, closing a stake of 1,317 shares — an estimated $238K sold.

Doyle Wealth Management first reported a position in UNP in Q4 2018 and held it in 3 quarters. The position peaked at $238K in Q4 2019. 1,852 funds tracked by Wall St. Rank hold UNP as of Q1 2020.

  • Doyle Wealth Management reported no remaining Union Pacific position as of Q1 2020 after selling out during the quarter.
  • Doyle Wealth Management sold 1,317 Union Pacific shares in Q1 2020, an estimated $238K.
  • Doyle Wealth Management first reported a position in Union Pacific in Q4 2018 and held it in 3 quarters.
  • Doyle Wealth Management's Union Pacific position peaked at $238K in Q4 2019.
  • 1,852 funds tracked by Wall St. Rank held Union Pacific as of Q1 2020.

Based on Doyle Wealth Management's 13F filing for Q1 2020, filed 29 Apr 2020.