FourThought Financial’s Union Pacific UNP Stock Holding History

FourThought Financial’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 Q3	$981K	Sell	5,037 -508	-9%	-$112K	0.15%	116
2022 Q2	$1.18M	Sell	5,545 -106	-2%	-$24.1K	0.17%	105
2022 Q1	$1.52M	Buy	5,651 +990	+21%	+$250K	0.19%	99
2021 Q4	$1.17M	Sell	4,661 -142	-3%	-$33.6K	0.15%	116
2021 Q3	$941K	Buy	4,803 +154	+3%	+$33.3K	0.13%	131
2021 Q2	$1.02M	Sell	4,649 -513	-10%	-$114K	0.14%	135
2021 Q1	$1.14M	Buy	5,162 +445	+9%	+$93.4K	0.16%	113
2020 Q4	$982K	Buy	+4,717	New	+$942K	0.16%	116

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

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

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

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

FourThought Financial's UNP Position: Q3 2022 in Review

FourThought Financial reduced its Union Pacific (UNP) stake by 9.2% in Q3 2022, selling an estimated $112K and leaving 5,037 shares worth $981K. The position accounts for 0.15% of the portfolio, ranked #116.

FourThought Financial first reported a position in UNP in Q4 2020 and has held it in 8 quarters since. The position peaked at $1.52M in Q1 2022. 2,325 funds tracked by Wall St. Rank hold UNP as of Q3 2022.

FourThought Financial held 5,037 shares of Union Pacific worth $981K as of Q3 2022.
FourThought Financial sold 508 Union Pacific shares in Q3 2022, an estimated $112K.
Union Pacific made up 0.15% of FourThought Financial's portfolio in Q3 2022, its #116 holding.
FourThought Financial first reported a position in Union Pacific in Q4 2020 and has held it in 8 quarters since.
FourThought Financial's Union Pacific position peaked at $1.52M in Q1 2022.
2,325 funds tracked by Wall St. Rank held Union Pacific as of Q3 2022.

Based on FourThought Financial's 13F filing for Q3 2022, filed 21 Nov 2022.