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Insight Advisors’s Union Pacific UNP Stock Holding History

Insight Advisors’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
-1,062
Closed -$220K – 327
2022
Q4 		$220K Sell
1,062
-33
-3% -$6.77K 0.08% 289
2022
Q3 		$213K Buy
1,095
+88
+9% +$19.5K 0.08% 258
2022
Q2 		$227K Sell
1,007
-719
-42% -$164K 0.08% 270
2022
Q1 		$471K Buy
1,726
+415
+32% +$105K 0.14% 184
2021
Q4 		$330K Hold
1,311
– – 0.1% 236
2021
Q3 		$311K Buy
1,311
+30
+2% +$6.48K 0.09% 245
2021
Q2 		$279K Sell
1,281
-363
-22% -$80.8K 0.09% 258
2021
Q1 		$366K Buy
+1,644
New +$345K 0.12% 221

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

Insight Advisors's UNP Position: Q1 2023 in Review

Insight Advisors sold out of Union Pacific (UNP) in Q1 2023, closing a stake of 1,062 shares — an estimated $220K sold.

Insight Advisors first reported a position in UNP in Q1 2021 and held it in 8 quarters. The position peaked at $471K in Q1 2022. 2,374 funds tracked by Wall St. Rank hold UNP as of Q1 2023.

  • Insight Advisors reported no remaining Union Pacific position as of Q1 2023 after selling out during the quarter.
  • Insight Advisors sold 1,062 Union Pacific shares in Q1 2023, an estimated $220K.
  • Insight Advisors first reported a position in Union Pacific in Q1 2021 and held it in 8 quarters.
  • Insight Advisors's Union Pacific position peaked at $471K in Q1 2022.
  • 2,374 funds tracked by Wall St. Rank held Union Pacific as of Q1 2023.

Based on Insight Advisors's 13F filing for Q1 2023, filed 3 May 2023.