Gideon Capital Advisors’s Union Pacific UNP Stock Holding History

Gideon Capital 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
2019 Q4	–	Sell	-28,123	Closed	-$4.55M	–	389
2019 Q3	$4.55M	Buy	28,123 +24,784	+742%	+$4.17M	1.49%	3
2019 Q2	$565K	Sell	3,339 -878	-21%	-$150K	0.2%	164
2019 Q1	$705K	Buy	+4,217	New	+$679K	0.25%	106
2018 Q2	–	Sell	-3,857	Closed	-$518K	–	498
2018 Q1	$518K	Buy	+3,857	New	+$519K	0.32%	112
2017 Q3	–	Sell	-4,043	Closed	-$440K	–	380
2017 Q2	$440K	Buy	+4,043	New	+$441K	0.48%	67
2016 Q3	–	Sell	-10,641	Closed	-$928K	–	281
2016 Q2	$928K	Buy	10,641 +7,554	+245%	+$639K	0.54%	61
2016 Q1	$246K	Buy	+3,087	New	+$239K	0.31%	109
2015 Q3	–	Sell	-4,038	Closed	-$385K	–	329
2015 Q2	$385K	Sell	4,038 -3,412	-46%	-$356K	0.16%	170
2015 Q1	$807K	Sell	7,450 -6,984	-48%	-$820K	0.33%	108
2014 Q4	$1.72M	Sell	14,434 -5,290	-27%	-$607K	0.81%	34
2014 Q3	$2.14M	Sell	19,724 -19,997	-50%	-$2.07M	0.83%	33
2014 Q2	$3.96M	Buy	+39,721	New	+$3.85M	1.44%	9

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

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

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Gideon Capital Advisors's UNP Position: Q4 2019 in Review

Gideon Capital Advisors sold out of Union Pacific (UNP) in Q4 2019, closing a stake of 28,123 shares — an estimated $4.55M sold.

Gideon Capital Advisors first reported a position in UNP in Q2 2014 and held it in 12 quarters. The position peaked at $4.55M in Q3 2019. 2,002 funds tracked by Wall St. Rank hold UNP as of Q4 2019.

Gideon Capital Advisors reported no remaining Union Pacific position as of Q4 2019 after selling out during the quarter.
Gideon Capital Advisors sold 28,123 Union Pacific shares in Q4 2019, an estimated $4.55M.
Gideon Capital Advisors first reported a position in Union Pacific in Q2 2014 and held it in 12 quarters.
Gideon Capital Advisors's Union Pacific position peaked at $4.55M in Q3 2019.
2,002 funds tracked by Wall St. Rank held Union Pacific as of Q4 2019.

Based on Gideon Capital Advisors's 13F filing for Q4 2019, filed 11 Feb 2020.