HWG Holdings’s Union Pacific UNP Stock Holding History

HWG Holdings’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	–	Sell	-3	Closed	-$1K	–	172
2022 Q3	$1K	Buy	+3	New	+$664	﹤0.01%	137
2021 Q2	$7K	Buy	+34	New	+$7.57K	﹤0.01%	113
2019 Q4	$72K	Buy	400 +8	+2%	+$1.37K	0.06%	79
2019 Q3	$63K	Sell	392 -673	-63%	-$113K	0.06%	79
2019 Q2	$180K	Buy	+1,065	New	+$183K	0.17%	69

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 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

HWG Holdings's UNP Position: Q4 2022 in Review

HWG Holdings sold out of Union Pacific (UNP) in Q4 2022, closing a stake of 3 shares — an estimated $1K sold.

HWG Holdings first reported a position in UNP in Q2 2019 and held it in 5 quarters. The position peaked at $180K in Q2 2019. 2,419 funds tracked by Wall St. Rank hold UNP as of Q4 2022.

HWG Holdings reported no remaining Union Pacific position as of Q4 2022 after selling out during the quarter.
HWG Holdings sold 3 Union Pacific shares in Q4 2022, an estimated $1K.
HWG Holdings first reported a position in Union Pacific in Q2 2019 and held it in 5 quarters.
HWG Holdings's Union Pacific position peaked at $180K in Q2 2019.
2,419 funds tracked by Wall St. Rank held Union Pacific as of Q4 2022.

Based on HWG Holdings's 13F filing for Q4 2022, filed 31 Jan 2023.