Independent Wealth Network’s Union Pacific UNP Stock Holding History

Independent Wealth Network’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 Q1	–	Sell	-988	Closed	-$205K	–	211
2022 Q4	$205K	Buy	+988	New	+$203K	0.14%	175
2022 Q3	–	Sell	-970	Closed	-$207K	–	195
2022 Q2	$207K	Sell	970 -20	-2%	-$4.55K	0.15%	168
2022 Q1	$270K	Buy	990 +11	+1%	+$2.78K	0.17%	153
2021 Q4	$247K	Buy	979 +7	+0.7%	+$1.66K	0.15%	166
2021 Q3	$233K	Buy	+972	New	+$210K	0.15%	173

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

Capital International Investors Los Angeles, California $427B AUM 29.17% 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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

Independent Wealth Network's UNP Position: Q1 2023 in Review

Independent Wealth Network sold out of Union Pacific (UNP) in Q1 2023, closing a stake of 988 shares — an estimated $205K sold.

Independent Wealth Network first reported a position in UNP in Q3 2021 and held it in 5 quarters. The position peaked at $270K in Q1 2022. 2,374 funds tracked by Wall St. Rank hold UNP as of Q1 2023.

Independent Wealth Network reported no remaining Union Pacific position as of Q1 2023 after selling out during the quarter.
Independent Wealth Network sold 988 Union Pacific shares in Q1 2023, an estimated $205K.
Independent Wealth Network first reported a position in Union Pacific in Q3 2021 and held it in 5 quarters.
Independent Wealth Network's Union Pacific position peaked at $270K in Q1 2022.
2,374 funds tracked by Wall St. Rank held Union Pacific as of Q1 2023.

Based on Independent Wealth Network's 13F filing for Q1 2023, filed 18 Apr 2023.