Enlightenment Research’s Union Pacific UNP Stock Holding History

Enlightenment Research’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
2022 Q4	–	Sell	-1,600	Closed	-$312K	–	85
2022 Q3	$312K	Buy	+1,600	New	+$354K	0.69%	52
2021 Q4	–	Sell	-7,595	Closed	-$1.49M	–	202
2021 Q3	$1.49M	Buy	+7,595	New	+$1.64M	1.82%	12
2020 Q4	–	Sell	-2,700	Closed	-$532K	–	130
2020 Q3	$532K	Sell	2,700 -600	-18%	-$112K	1.57%	19
2020 Q2	$558K	Buy	+3,300	New	+$529K	1.33%	23
2019 Q4	–	Sell	-7,400	Closed	-$1.2M	–	120
2019 Q3	$1.2M	Buy	7,400 +5,800	+363%	+$975K	2.66%	7
2019 Q2	$283K	Buy	+1,600	New	+$274K	0.14%	188
2019 Q1	–	Sell	-700	Closed	-$97K	–	648
2018 Q4	$97K	Buy	+700	New	+$104K	0.12%	185

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

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

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

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Enlightenment Research's UNP Position: Q4 2022 in Review

Enlightenment Research sold out of Union Pacific (UNP) in Q4 2022, closing a stake of 1,600 shares — an estimated $312K sold.

Enlightenment Research first reported a position in UNP in Q4 2018 and held it in 7 quarters. The position peaked at $1.49M in Q3 2021. 2,420 funds tracked by Wall St. Rank hold UNP as of Q4 2022.

Enlightenment Research reported no remaining Union Pacific position as of Q4 2022 after selling out during the quarter.
Enlightenment Research sold 1,600 Union Pacific shares in Q4 2022, an estimated $312K.
Enlightenment Research first reported a position in Union Pacific in Q4 2018 and held it in 7 quarters.
Enlightenment Research's Union Pacific position peaked at $1.49M in Q3 2021.
2,420 funds tracked by Wall St. Rank held Union Pacific as of Q4 2022.

Based on Enlightenment Research's 13F filing for Q4 2022.