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Heritage Wealth Management (Arizona)’s Union Pacific UNP Stock Holding History

Heritage Wealth Management (Arizona)’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
Q4 		$41.8K Buy
202
+122
+153% +$25K 0.01% 528
2022
Q3 		$16K Buy
80
+22
+38% +$4.87K 0.01% 584
2022
Q2 		$12.4K Sell
58
-9
-13% -$2.05K ﹤0.01% 635
2022
Q1 		$18K Buy
+67
New +$16.9K ﹤0.01% 618
2021
Q3 		$21K Buy
108
+2
+2% +$432 0.01% 553
2021
Q2 		$23K Buy
+106
New +$23.6K 0.01% 548

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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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

Heritage Wealth Management (Arizona)'s UNP Position: Q4 2022 in Review

Heritage Wealth Management (Arizona) increased its Union Pacific (UNP) stake by 153% in Q4 2022, buying an estimated $25K and bringing the position to 202 shares worth $41.8K. The position accounts for 0.01% of the portfolio, ranked #528.

Heritage Wealth Management (Arizona) first reported a position in UNP in Q2 2021 and has held it in 6 quarters since. 2,419 funds tracked by Wall St. Rank hold UNP as of Q4 2022.

  • Heritage Wealth Management (Arizona) held 202 shares of Union Pacific worth $41.8K as of Q4 2022.
  • Heritage Wealth Management (Arizona) bought 122 Union Pacific shares in Q4 2022, an estimated $25K.
  • Union Pacific made up 0.01% of Heritage Wealth Management (Arizona)'s portfolio in Q4 2022, its #528 holding.
  • Heritage Wealth Management (Arizona) first reported a position in Union Pacific in Q2 2021 and has held it in 6 quarters since.
  • 2,419 funds tracked by Wall St. Rank held Union Pacific as of Q4 2022.

Based on Heritage Wealth Management (Arizona)'s 13F filing for Q4 2022, filed 13 Feb 2023.