Financial Sense Advisors’s Union Pacific UNP Stock Holding History

Financial Sense 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
2023 Q1	–	Sell	-1,069	Closed	-$221K	–	106
2022 Q4	$221K	Buy	+1,069	New	+$219K	0.09%	91
2022 Q3	–	Sell	-1,019	Closed	-$217K	–	98
2022 Q2	$217K	Buy	+1,019	New	+$232K	0.08%	96
2022 Q1	–	Sell	-812	Closed	-$205K	–	143
2021 Q4	$205K	Buy	+812	New	+$192K	0.07%	104
2016 Q3	–	Sell	-3,658	Closed	-$319K	–	88
2016 Q2	$319K	Sell	3,658 -536	-13%	-$45.3K	0.18%	56
2016 Q1	$334K	Buy	+4,194	New	+$324K	0.19%	54
2015 Q3	–	Sell	-36,262	Closed	-$3.46M	–	111
2015 Q2	$3.46M	Sell	36,262 -2,105	-5%	-$219K	1.61%	25
2015 Q1	$4.16M	Sell	38,367 -4,165	-10%	-$489K	1.74%	23
2014 Q4	$5.07M	Buy	42,532 +198	+0.5%	+$22.7K	2.05%	18
2014 Q3	$4.59M	Buy	42,334 +6,149	+17%	+$637K	1.96%	18
2014 Q2	$3.61M	Buy	36,185 +1,825	+5%	+$177K	1.42%	31
2014 Q1	$3.22M	Sell	34,360 -1,056	-3%	-$93.8K	1.39%	31
2013 Q4	$2.98M	Sell	35,416 -41,250	-54%	-$3.27M	1.25%	30
2013 Q3	$5.95M	Buy	76,666 +8,102	+12%	+$640K	2.59%	11
2013 Q2	$5.29M	Buy	+68,564	New	+$5.17M	2.36%	14

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Capital International Investors

Capital International Investors Los Angeles, California $427B AUM 29.17% 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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

JP Morgan Chase

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return