First National Bank of Mount Dora’s Union Pacific UNP Stock Holding History

First National Bank of Mount Dora’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 Q2	–	Sell	-1,111	Closed	-$224K	–	142
2023 Q1	$224K	Sell	1,111 -1,630	-59%	-$330K	0.07%	118
2022 Q4	$567K	Sell	2,741 -114	-4%	-$23.4K	0.19%	85
2022 Q3	$556K	Sell	2,855 -3,974	-58%	-$879K	0.2%	81
2022 Q2	$1.46M	Buy	6,829 +374	+6%	+$85.1K	0.5%	55
2022 Q1	$1.76M	Buy	+6,455	New	+$1.63M	0.53%	57

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

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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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

First National Bank of Mount Dora's UNP Position: Q2 2023 in Review

First National Bank of Mount Dora sold out of Union Pacific (UNP) in Q2 2023, closing a stake of 1,111 shares — an estimated $224K sold.

First National Bank of Mount Dora first reported a position in UNP in Q1 2022 and held it in 5 quarters. The position peaked at $1.76M in Q1 2022. 2,414 funds tracked by Wall St. Rank hold UNP as of Q2 2023.

First National Bank of Mount Dora reported no remaining Union Pacific position as of Q2 2023 after selling out during the quarter.
First National Bank of Mount Dora sold 1,111 Union Pacific shares in Q2 2023, an estimated $224K.
First National Bank of Mount Dora first reported a position in Union Pacific in Q1 2022 and held it in 5 quarters.
First National Bank of Mount Dora's Union Pacific position peaked at $1.76M in Q1 2022.
2,414 funds tracked by Wall St. Rank held Union Pacific as of Q2 2023.

Based on First National Bank of Mount Dora's 13F filing for Q2 2023, filed 7 Jul 2023.