Ford Financial Group’s Union Pacific UNP Stock Holding History

Ford Financial 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
2023 Q1	–	Sell	-1,704	Closed	-$353K	–	108
2022 Q4	$353K	Hold	1,704	–	–	0.14%	85
2022 Q3	$331K	Hold	1,704	–	–	0.14%	83
2022 Q2	$363K	Hold	1,704	–	–	0.15%	81
2022 Q1	$465K	Buy	1,704 +41	+2%	+$10.4K	0.18%	68
2021 Q4	$418	Sell	1,663 -41	-2%	-$9.71K	0.08%	62
2021 Q3	$334K	Sell	1,704 -382	-18%	-$82.5K	0.13%	70
2021 Q2	$458K	Hold	2,086	–	–	0.17%	56
2021 Q1	$459K	Hold	2,086	–	–	0.2%	56
2020 Q4	$434K	Sell	2,086 -73	-3%	-$14.6K	0.2%	53
2020 Q3	$425K	Hold	2,159	–	–	0.23%	51
2020 Q2	$365K	Hold	2,159	–	–	0.2%	58
2020 Q1	$304K	Sell	2,159 -14	-0.6%	-$2.31K	0.2%	55
2019 Q4	$392K	Buy	2,173 +400	+23%	+$68.5K	0.23%	50
2019 Q3	$287K	Buy	+1,773	New	+$298K	0.18%	61
2018 Q1	–	Sell	-113	Closed	-$15K	–	352
2017 Q4	$15K	Buy	+113	New	+$13.6K	0.01%	171

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

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

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

Ford Financial Group's UNP Position: Q1 2023 in Review

Ford Financial Group sold out of Union Pacific (UNP) in Q1 2023, closing a stake of 1,704 shares — an estimated $353K sold.

Ford Financial Group first reported a position in UNP in Q4 2017 and held it in 15 quarters. The position peaked at $465K in Q1 2022. 2,374 funds tracked by Wall St. Rank hold UNP as of Q1 2023.

Ford Financial Group reported no remaining Union Pacific position as of Q1 2023 after selling out during the quarter.
Ford Financial Group sold 1,704 Union Pacific shares in Q1 2023, an estimated $353K.
Ford Financial Group first reported a position in Union Pacific in Q4 2017 and held it in 15 quarters.
Ford Financial Group's Union Pacific position peaked at $465K in Q1 2022.
2,374 funds tracked by Wall St. Rank held Union Pacific as of Q1 2023.

Based on Ford Financial Group's 13F filing for Q1 2023, filed 11 May 2023.