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Evolution Wealth Advisors’s Union Pacific UNP Stock Holding History

Evolution Wealth 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
2021
Q4 		– Sell
-314
Closed -$62K – 602
2021
Q3 		$62K Buy
314
+129
+70% +$27.9K 0.01% 186
2021
Q2 		$41K Sell
185
-2
-1% -$445 0.01% 225
2021
Q1 		$41K Hold
187
– – 0.01% 215
2020
Q4 		$39K Hold
187
– – 0.01% 197
2020
Q3 		$37K Buy
187
+124
+197% +$23K 0.01% 208
2020
Q2 		$11K Buy
63
+26
+70% +$4.17K ﹤0.01% 277
2020
Q1 		$5K Sell
37
-63
-63% -$10.4K ﹤0.01% 258
2019
Q4 		$18K Sell
100
-37
-27% -$6.33K ﹤0.01% 236
2019
Q3 		$22K Buy
137
+27
+25% +$4.54K 0.01% 90
2019
Q2 		$19K Buy
+110
New +$18.9K 0.01% 133
2019
Q1 		– Sell
-120
Closed -$17K – 151
2018
Q4 		$17K Buy
+120
New +$17.8K 0.01% 116

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
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Evolution Wealth Advisors's UNP Position: Q4 2021 in Review

Evolution Wealth Advisors sold out of Union Pacific (UNP) in Q4 2021, closing a stake of 314 shares — an estimated $62K sold.

Evolution Wealth Advisors first reported a position in UNP in Q4 2018 and held it in 11 quarters. The position peaked at $62K in Q3 2021. 2,400 funds tracked by Wall St. Rank hold UNP as of Q4 2021.

  • Evolution Wealth Advisors reported no remaining Union Pacific position as of Q4 2021 after selling out during the quarter.
  • Evolution Wealth Advisors sold 314 Union Pacific shares in Q4 2021, an estimated $62K.
  • Evolution Wealth Advisors first reported a position in Union Pacific in Q4 2018 and held it in 11 quarters.
  • Evolution Wealth Advisors's Union Pacific position peaked at $62K in Q3 2021.
  • 2,400 funds tracked by Wall St. Rank held Union Pacific as of Q4 2021.

Based on Evolution Wealth Advisors's 13F filing for Q4 2021, filed 28 Jan 2022.