Financial Enhancement Group’s Union Pacific UNP Stock Holding History

Financial Enhancement Group’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	-10	Closed	-$2K	–	311
2022 Q3	$2K	Hold	10	–	–	﹤0.01%	258
2022 Q2	$2K	Hold	10	–	–	﹤0.01%	255
2022 Q1	$3K	Sell	10 -18	-64%	-$4.54K	﹤0.01%	238
2021 Q4	$7K	Hold	28	–	–	﹤0.01%	215
2021 Q3	$5K	Sell	28 -4	-13%	-$864	﹤0.01%	226
2021 Q2	$7K	Hold	32	–	–	﹤0.01%	199
2021 Q1	$7K	Sell	32 -17	-35%	-$3.57K	﹤0.01%	196
2020 Q4	$10K	Buy	+49	New	+$9.79K	﹤0.01%	203
2020 Q2	–	Sell	-69	Closed	-$10K	–	306
2020 Q1	$10K	Hold	69	–	–	﹤0.01%	198
2019 Q4	$12K	Hold	69	–	–	﹤0.01%	190
2019 Q3	$11K	Buy	+69	New	+$11.6K	﹤0.01%	196

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

Financial Enhancement Group's UNP Position: Q4 2022 in Review

Financial Enhancement Group sold out of Union Pacific (UNP) in Q4 2022, closing a stake of 10 shares — an estimated $2K sold.

Financial Enhancement Group first reported a position in UNP in Q3 2019 and held it in 11 quarters. The position peaked at $12K in Q4 2019. 2,419 funds tracked by Wall St. Rank hold UNP as of Q4 2022.

Financial Enhancement Group reported no remaining Union Pacific position as of Q4 2022 after selling out during the quarter.
Financial Enhancement Group sold 10 Union Pacific shares in Q4 2022, an estimated $2K.
Financial Enhancement Group first reported a position in Union Pacific in Q3 2019 and held it in 11 quarters.
Financial Enhancement Group's Union Pacific position peaked at $12K in Q4 2019.
2,419 funds tracked by Wall St. Rank held Union Pacific as of Q4 2022.

Based on Financial Enhancement Group's 13F filing for Q4 2022, filed 9 Feb 2023.