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Intelligence Driven Advisers’s Union Pacific UNP Stock Holding History

Intelligence Driven Advisers’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
2021
Q1 		– Sell
-2,352
Closed -$490K – 93
2020
Q4 		$490K Hold
2,352
– – 0.11% 65
2020
Q3 		$463K Hold
2,352
– – 0.11% 53
2020
Q2 		$398K Sell
2,352
-30
-1% -$4.81K 0.14% 63
2020
Q1 		$336K Sell
2,382
-1,201
-34% -$199K 0.16% 65
2019
Q4 		$648K Sell
3,583
-337
-9% -$57.7K 0.29% 44
2019
Q3 		$635K Sell
3,920
-9
-0.2% -$1.51K 0.3% 46
2019
Q2 		$664K Sell
3,929
-67
-2% -$11.5K 0.32% 50
2019
Q1 		$668K Buy
3,996
+705
+21% +$113K 0.37% 38
2018
Q4 		$455K Buy
+3,291
New +$488K 0.29% 56

Other funds holding UNP

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Intelligence Driven Advisers's UNP Position: Q1 2021 in Review

Intelligence Driven Advisers sold out of Union Pacific (UNP) in Q1 2021, closing a stake of 2,352 shares — an estimated $490K sold.

Intelligence Driven Advisers first reported a position in UNP in Q4 2018 and held it in 9 quarters. The position peaked at $668K in Q1 2019. 2,196 funds tracked by Wall St. Rank hold UNP as of Q1 2021.

  • Intelligence Driven Advisers reported no remaining Union Pacific position as of Q1 2021 after selling out during the quarter.
  • Intelligence Driven Advisers sold 2,352 Union Pacific shares in Q1 2021, an estimated $490K.
  • Intelligence Driven Advisers first reported a position in Union Pacific in Q4 2018 and held it in 9 quarters.
  • Intelligence Driven Advisers's Union Pacific position peaked at $668K in Q1 2019.
  • 2,196 funds tracked by Wall St. Rank held Union Pacific as of Q1 2021.

Based on Intelligence Driven Advisers's 13F filing for Q1 2021, filed 13 Apr 2021.