FP
UNP icon

Fiduciary Planning’s Union Pacific UNP Stock Holding History

Fiduciary Planning’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
Q2 		– Sell
-62
Closed -$14K – 249
2021
Q1 		$14K Buy
62
+1
+2% +$210 0.02% 141
2020
Q4 		$13K Hold
61
– – 0.02% 137
2020
Q3 		$12K Buy
+61
New +$11.3K 0.02% 105

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
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
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
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return

Fiduciary Planning's UNP Position: Q2 2021 in Review

Fiduciary Planning sold out of Union Pacific (UNP) in Q2 2021, closing a stake of 62 shares — an estimated $14K sold.

Fiduciary Planning first reported a position in UNP in Q3 2020 and held it in 3 quarters. The position peaked at $14K in Q1 2021. 2,193 funds tracked by Wall St. Rank hold UNP as of Q2 2021.

  • Fiduciary Planning reported no remaining Union Pacific position as of Q2 2021 after selling out during the quarter.
  • Fiduciary Planning sold 62 Union Pacific shares in Q2 2021, an estimated $14K.
  • Fiduciary Planning first reported a position in Union Pacific in Q3 2020 and held it in 3 quarters.
  • Fiduciary Planning's Union Pacific position peaked at $14K in Q1 2021.
  • 2,193 funds tracked by Wall St. Rank held Union Pacific as of Q2 2021.

Based on Fiduciary Planning's 13F filing for Q2 2021, filed 6 Aug 2021.