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Girard Securities’s Union Pacific UNP Stock Holding History

Girard Securities’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
2017
Q4 		– Sell
-2,945
Closed -$341K – 108
2017
Q3 		$341K Sell
2,945
-8
-0.3% -$858 0.3% 75
2017
Q2 		$321K Sell
2,953
-22
-0.7% -$2.4K 0.24% 103
2017
Q1 		$315K Sell
2,975
-70
-2% -$7.46K 0.27% 106
2016
Q4 		$316K Buy
3,045
+319
+12% +$31.4K 0.27% 103
2016
Q3 		$266K Buy
2,726
+200
+8% +$18.7K 0.27% 113
2016
Q2 		$222K Hold
2,526
– – 0.2% 133
2016
Q1 		$202K Buy
+2,526
New +$195K 0.2% 144

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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Girard Securities's UNP Position: Q4 2017 in Review

Girard Securities sold out of Union Pacific (UNP) in Q4 2017, closing a stake of 2,945 shares — an estimated $341K sold.

Girard Securities first reported a position in UNP in Q1 2016 and held it in 7 quarters. The position peaked at $341K in Q3 2017. 1,612 funds tracked by Wall St. Rank hold UNP as of Q4 2017.

  • Girard Securities reported no remaining Union Pacific position as of Q4 2017 after selling out during the quarter.
  • Girard Securities sold 2,945 Union Pacific shares in Q4 2017, an estimated $341K.
  • Girard Securities first reported a position in Union Pacific in Q1 2016 and held it in 7 quarters.
  • Girard Securities's Union Pacific position peaked at $341K in Q3 2017.
  • 1,612 funds tracked by Wall St. Rank held Union Pacific as of Q4 2017.

Based on Girard Securities's 13F filing for Q4 2017.