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DSM Capital Partners’s Union Pacific UNP Stock Holding History

DSM Capital Partners’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
2014
Q1 		– Sell
-404
Closed -$34K – 83
2013
Q4 		$34K Sell
404
-1,860,608
-100% -$147M ﹤0.01% 78
2013
Q3 		$145M Buy
1,861,012
+179,192
+11% +$14.2M 3.27% 15
2013
Q2 		$130M Buy
+1,681,820
New +$127M 3.22% 17

Other funds holding UNP

Capital World Investors
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Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Winslow Capital Management
Winslow Capital Management Minneapolis, Minnesota $29.1B AUM 43.86% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

DSM Capital Partners's UNP Position: Q1 2014 in Review

DSM Capital Partners sold out of Union Pacific (UNP) in Q1 2014, closing a stake of 404 shares — an estimated $34K sold.

DSM Capital Partners first reported a position in UNP in Q2 2013 and held it in 3 quarters. The position peaked at $145M in Q3 2013. 1,243 funds tracked by Wall St. Rank hold UNP as of Q1 2014.

  • DSM Capital Partners reported no remaining Union Pacific position as of Q1 2014 after selling out during the quarter.
  • DSM Capital Partners sold 404 Union Pacific shares in Q1 2014, an estimated $34K.
  • DSM Capital Partners first reported a position in Union Pacific in Q2 2013 and held it in 3 quarters.
  • DSM Capital Partners's Union Pacific position peaked at $145M in Q3 2013.
  • 1,243 funds tracked by Wall St. Rank held Union Pacific as of Q1 2014.

Based on DSM Capital Partners's 13F filing for Q1 2014, filed 13 May 2014.