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Evanston Advisors’s Union Pacific UNP Stock Holding History

Evanston 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
2018
Q4 		$235K Hold
1,703
– – 0.06% 49
2018
Q3 		$277K Hold
1,703
– – 0.06% 60
2018
Q2 		$241K Hold
1,703
– – 0.05% 60
2018
Q1 		$229K Sell
1,703
-104
-6% -$14K 0.05% 60
2017
Q4 		$242K Buy
+1,807
New +$218K 0.06% 59
2015
Q1 		– Sell
-1,703
Closed -$203K – 66
2014
Q4 		$203K Buy
+1,703
New +$196K 0.07% 62

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Evanston Advisors's UNP Position: Q4 2018 in Review

Evanston Advisors held its Union Pacific (UNP) position steady in Q4 2018 at 1,703 shares worth $235K. The position accounts for 0.06% of the portfolio, ranked #49.

Evanston Advisors first reported a position in UNP in Q4 2014 and has held it in 6 quarters since. The position peaked at $277K in Q3 2018. 1,775 funds tracked by Wall St. Rank hold UNP as of Q4 2018.

  • Evanston Advisors held 1,703 shares of Union Pacific worth $235K as of Q4 2018.
  • Evanston Advisors left its Union Pacific share count unchanged in Q4 2018.
  • Union Pacific made up 0.06% of Evanston Advisors's portfolio in Q4 2018, its #49 holding.
  • Evanston Advisors first reported a position in Union Pacific in Q4 2014 and has held it in 6 quarters since.
  • Evanston Advisors's Union Pacific position peaked at $277K in Q3 2018.
  • 1,775 funds tracked by Wall St. Rank held Union Pacific as of Q4 2018.

Based on Evanston Advisors's 13F filing for Q4 2018, filed 11 Feb 2019.