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Fulcrum Equity Management’s Union Pacific UNP Stock Holding History

Fulcrum Equity Management’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
Q1 		– Sell
-1,815
Closed -$457K – 185
2021
Q4 		$457K Sell
1,815
-78
-4% -$18.5K 0.17% 94
2021
Q3 		$371K Buy
1,893
+437
+30% +$94.4K 0.14% 106
2021
Q2 		$320K Buy
1,456
+290
+25% +$64.6K 0.12% 138
2021
Q1 		$257K Buy
1,166
+16
+1% +$3.36K 0.1% 152
2020
Q4 		$240K Sell
1,150
-175
-13% -$35K 0.1% 144
2020
Q3 		$261K Sell
1,325
-1,116
-46% -$207K 0.12% 126
2020
Q2 		$413K Buy
2,441
+444
+22% +$71.2K 0.2% 92
2020
Q1 		$282K Sell
1,997
-394
-16% -$65.1K 0.2% 35
2019
Q4 		$432K Sell
2,391
-15
-0.6% -$2.57K 0.23% 70
2019
Q3 		$390K Buy
2,406
+110
+5% +$18.5K 0.2% 65
2019
Q2 		$386K Buy
2,296
+408
+22% +$69.9K 0.18% 61
2019
Q1 		$316K Sell
1,888
-56
-3% -$9.01K 0.11% 67
2018
Q4 		$269K Buy
+1,944
New +$288K 0.1% 55

Other funds holding UNP

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
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
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Fulcrum Equity Management's UNP Position: Q1 2022 in Review

Fulcrum Equity Management sold out of Union Pacific (UNP) in Q1 2022, closing a stake of 1,815 shares — an estimated $457K sold.

Fulcrum Equity Management first reported a position in UNP in Q4 2018 and held it in 13 quarters. The position peaked at $457K in Q4 2021. 2,482 funds tracked by Wall St. Rank hold UNP as of Q1 2022.

  • Fulcrum Equity Management reported no remaining Union Pacific position as of Q1 2022 after selling out during the quarter.
  • Fulcrum Equity Management sold 1,815 Union Pacific shares in Q1 2022, an estimated $457K.
  • Fulcrum Equity Management first reported a position in Union Pacific in Q4 2018 and held it in 13 quarters.
  • Fulcrum Equity Management's Union Pacific position peaked at $457K in Q4 2021.
  • 2,482 funds tracked by Wall St. Rank held Union Pacific as of Q1 2022.

Based on Fulcrum Equity Management's 13F filing for Q1 2022, filed 15 Apr 2022.