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Emerald Advisors’s Union Pacific UNP Stock Holding History

Emerald 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
2020
Q4 		– Sell
-1,480
Closed -$291K – 90
2020
Q3 		$291K Buy
1,480
+26
+2% +$4.83K 0.11% 61
2020
Q2 		$246K Buy
1,454
+21
+1% +$3.37K 0.11% 64
2020
Q1 		$227K Buy
+1,433
New +$237K 0.1% 64

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
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

Emerald Advisors's UNP Position: Q4 2020 in Review

Emerald Advisors sold out of Union Pacific (UNP) in Q4 2020, closing a stake of 1,480 shares — an estimated $291K sold.

Emerald Advisors first reported a position in UNP in Q1 2020 and held it in 3 quarters. The position peaked at $291K in Q3 2020. 2,141 funds tracked by Wall St. Rank hold UNP as of Q4 2020.

  • Emerald Advisors reported no remaining Union Pacific position as of Q4 2020 after selling out during the quarter.
  • Emerald Advisors sold 1,480 Union Pacific shares in Q4 2020, an estimated $291K.
  • Emerald Advisors first reported a position in Union Pacific in Q1 2020 and held it in 3 quarters.
  • Emerald Advisors's Union Pacific position peaked at $291K in Q3 2020.
  • 2,141 funds tracked by Wall St. Rank held Union Pacific as of Q4 2020.

Based on Emerald Advisors's 13F filing for Q4 2020, filed 5 Feb 2021.