HC Financial Advisors’s Union Pacific UNP Stock Holding History

HC Financial 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
2022 Q2	$23K	Sell	108 -56	-34%	-$12.7K	0.02%	182
2022 Q1	$45K	Hold	164	–	–	0.03%	142
2021 Q4	$41K	Hold	164	–	–	0.02%	153
2021 Q3	$32K	Hold	164	–	–	0.02%	160
2021 Q2	$36K	Sell	164 -119	-42%	-$26.5K	0.02%	152
2021 Q1	$62K	Hold	283	–	–	0.04%	122
2020 Q4	$59K	Hold	283	–	–	0.04%	129
2020 Q3	$56K	Hold	283	–	–	0.04%	113
2020 Q2	$48K	Buy	283 +1	+0.4%	+$160	0.04%	115
2020 Q1	$40K	Buy	+282	New	+$46.6K	0.04%	127

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

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 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

HC Financial Advisors's UNP Position: Q2 2022 in Review

HC Financial Advisors reduced its Union Pacific (UNP) stake by 34% in Q2 2022, selling an estimated $12.7K and leaving 108 shares worth $23K. The position accounts for 0.02% of the portfolio, ranked #182.

HC Financial Advisors first reported a position in UNP in Q1 2020 and has held it in 10 quarters since. The position peaked at $62K in Q1 2021. 2,359 funds tracked by Wall St. Rank hold UNP as of Q2 2022.

HC Financial Advisors held 108 shares of Union Pacific worth $23K as of Q2 2022.
HC Financial Advisors sold 56 Union Pacific shares in Q2 2022, an estimated $12.7K.
Union Pacific made up 0.02% of HC Financial Advisors's portfolio in Q2 2022, its #182 holding.
HC Financial Advisors first reported a position in Union Pacific in Q1 2020 and has held it in 10 quarters since.
HC Financial Advisors's Union Pacific position peaked at $62K in Q1 2021.
2,359 funds tracked by Wall St. Rank held Union Pacific as of Q2 2022.

Based on HC Financial Advisors's 13F filing for Q2 2022, filed 25 Jul 2022.