Granite Bay Wealth Management’s Union Pacific UNP Stock Holding History

Granite Bay Wealth 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
2023 Q2	–	Sell	-1,086	Closed	-$219K	–	73
2023 Q1	$219K	Hold	1,086	–	–	0.15%	73
2022 Q4	$225K	Buy	+1,086	New	+$223K	0.15%	60

Other funds holding UNP

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Granite Bay Wealth Management's UNP Position: Q2 2023 in Review

Granite Bay Wealth Management sold out of Union Pacific (UNP) in Q2 2023, closing a stake of 1,086 shares — an estimated $219K sold.

Granite Bay Wealth Management first reported a position in UNP in Q4 2022 and held it in 2 quarters. The position peaked at $225K in Q4 2022. 2,413 funds tracked by Wall St. Rank hold UNP as of Q2 2023.

Granite Bay Wealth Management reported no remaining Union Pacific position as of Q2 2023 after selling out during the quarter.
Granite Bay Wealth Management sold 1,086 Union Pacific shares in Q2 2023, an estimated $219K.
Granite Bay Wealth Management first reported a position in Union Pacific in Q4 2022 and held it in 2 quarters.
Granite Bay Wealth Management's Union Pacific position peaked at $225K in Q4 2022.
2,413 funds tracked by Wall St. Rank held Union Pacific as of Q2 2023.

Based on Granite Bay Wealth Management's 13F filing for Q2 2023, filed 19 Jul 2023.