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Epic Trust Investment Advisors’s Union Pacific UNP Stock Holding History

Epic Trust Investment 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
2022
Q2 		– Sell
-800
Closed -$219K – 93
2022
Q1 		$219K Hold
800
– – 0.34% 72
2021
Q4 		$202K Buy
+800
New +$189K 0.29% 78

Other funds holding UNP

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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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return

Epic Trust Investment Advisors's UNP Position: Q2 2022 in Review

Epic Trust Investment Advisors sold out of Union Pacific (UNP) in Q2 2022, closing a stake of 800 shares — an estimated $219K sold.

Epic Trust Investment Advisors first reported a position in UNP in Q4 2021 and held it in 2 quarters. The position peaked at $219K in Q1 2022. 2,359 funds tracked by Wall St. Rank hold UNP as of Q2 2022.

  • Epic Trust Investment Advisors reported no remaining Union Pacific position as of Q2 2022 after selling out during the quarter.
  • Epic Trust Investment Advisors sold 800 Union Pacific shares in Q2 2022, an estimated $219K.
  • Epic Trust Investment Advisors first reported a position in Union Pacific in Q4 2021 and held it in 2 quarters.
  • Epic Trust Investment Advisors's Union Pacific position peaked at $219K in Q1 2022.
  • 2,359 funds tracked by Wall St. Rank held Union Pacific as of Q2 2022.

Based on Epic Trust Investment Advisors's 13F filing for Q2 2022, filed 5 Aug 2022.