Echo45 Advisors’s Union Pacific UNP Stock Holding History

Echo45 Advisors’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	–	Sell	-1,089	Closed	-$225K	–	62
2022 Q4	$225K	Hold	1,089	–	–	0.2%	49
2022 Q3	$212K	Sell	1,089 -111	-9%	-$24.6K	0.22%	36
2022 Q2	$256K	Sell	1,200 -246	-17%	-$56K	0.24%	38
2022 Q1	$395K	Sell	1,446 -172	-11%	-$43.4K	0.31%	41
2021 Q4	$408K	Buy	+1,618	New	+$383K	0.33%	51

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

Echo45 Advisors's UNP Position: Q1 2023 in Review

Echo45 Advisors sold out of Union Pacific (UNP) in Q1 2023, closing a stake of 1,089 shares — an estimated $225K sold.

Echo45 Advisors first reported a position in UNP in Q4 2021 and held it in 5 quarters. The position peaked at $408K in Q4 2021. 2,374 funds tracked by Wall St. Rank hold UNP as of Q1 2023.

Echo45 Advisors reported no remaining Union Pacific position as of Q1 2023 after selling out during the quarter.
Echo45 Advisors sold 1,089 Union Pacific shares in Q1 2023, an estimated $225K.
Echo45 Advisors first reported a position in Union Pacific in Q4 2021 and held it in 5 quarters.
Echo45 Advisors's Union Pacific position peaked at $408K in Q4 2021.
2,374 funds tracked by Wall St. Rank held Union Pacific as of Q1 2023.

Based on Echo45 Advisors's 13F filing for Q1 2023, filed 27 Apr 2023.