HCM
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HMS Capital Management’s Union Pacific UNP Stock Holding History

HMS Capital 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
2020
Q1 		– Sell
-3,100
Closed -$560K – 156
2019
Q4 		$560K Hold
3,100
– – 0.24% 105
2019
Q3 		$502K Hold
3,100
– – 0.19% 135
2019
Q2 		$524K Sell
3,100
-200
-6% -$34.3K 0.23% 109
2019
Q1 		$552K Buy
+3,300
New +$531K 0.24% 111

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
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 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
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

HMS Capital Management's UNP Position: Q1 2023 in Review

HMS Capital Management sold out of Union Pacific (UNP) in Q1 2023, closing a stake of 5,271 shares — an estimated $1.09M sold.

HMS Capital Management first reported a position in UNP in Q2 2018 and held it in 19 quarters. The position peaked at $1.25M in Q3 2022. 2,374 funds tracked by Wall St. Rank hold UNP as of Q1 2023.

  • HMS Capital Management reported no remaining Union Pacific position as of Q1 2023 after selling out during the quarter.
  • HMS Capital Management sold 5,271 Union Pacific shares in Q1 2023, an estimated $1.09M.
  • HMS Capital Management first reported a position in Union Pacific in Q2 2018 and held it in 19 quarters.
  • HMS Capital Management's Union Pacific position peaked at $1.25M in Q3 2022.
  • 2,374 funds tracked by Wall St. Rank held Union Pacific as of Q1 2023.

Based on HMS Capital Management's 13F filing for Q1 2023, filed 13 Apr 2023.