Inherent Group’s Union Pacific UNP Stock Holding History

Inherent Group’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 Q2	–	Sell	-13,900	Closed	-$2.8M	–	31
2023 Q1	$2.8M	Buy	+13,900	New	+$2.82M	0.32%	29

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

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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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

Inherent Group's UNP Position: Q2 2023 in Review

Inherent Group sold out of Union Pacific (UNP) in Q2 2023, closing a stake of 13,900 shares — an estimated $2.8M sold.

Inherent Group first reported a position in UNP in Q1 2023 and held it in 1 quarter. The position peaked at $2.8M in Q1 2023. 2,413 funds tracked by Wall St. Rank hold UNP as of Q2 2023.

Inherent Group reported no remaining Union Pacific position as of Q2 2023 after selling out during the quarter.
Inherent Group sold 13,900 Union Pacific shares in Q2 2023, an estimated $2.8M.
Inherent Group first reported a position in Union Pacific in Q1 2023 and held it in 1 quarter.
Inherent Group's Union Pacific position peaked at $2.8M in Q1 2023.
2,413 funds tracked by Wall St. Rank held Union Pacific as of Q2 2023.

Based on Inherent Group's 13F filing for Q2 2023, filed 14 Aug 2023.