Interactive Financial Advisors’s Union Pacific UNP Stock Holding History

Interactive Financial 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	-392	Closed	-$81.2K	–	154
2022 Q4	$81.2K	Sell	392 -198	-34%	-$40.6K	0.05%	115
2022 Q3	$115K	Hold	590	–	–	0.07%	102
2022 Q2	$126K	Hold	590	–	–	0.06%	91
2022 Q1	$161K	Hold	590	–	–	0.08%	93
2021 Q4	$149K	Sell	590 -10	-2%	-$2.37K	0.06%	97
2021 Q3	$118K	Hold	600	–	–	0.05%	99
2021 Q2	$132K	Hold	600	–	–	0.05%	99
2021 Q1	$132K	Buy	600 +200	+50%	+$42K	0.06%	94
2020 Q4	$83K	Buy	+400	New	+$79.9K	0.04%	94

Other funds holding UNP

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Interactive Financial Advisors's UNP Position: Q1 2023 in Review

Interactive Financial Advisors sold out of Union Pacific (UNP) in Q1 2023, closing a stake of 392 shares — an estimated $81.2K sold.

Interactive Financial Advisors first reported a position in UNP in Q4 2020 and held it in 9 quarters. The position peaked at $161K in Q1 2022. 2,373 funds tracked by Wall St. Rank hold UNP as of Q1 2023.

Interactive Financial Advisors reported no remaining Union Pacific position as of Q1 2023 after selling out during the quarter.
Interactive Financial Advisors sold 392 Union Pacific shares in Q1 2023, an estimated $81.2K.
Interactive Financial Advisors first reported a position in Union Pacific in Q4 2020 and held it in 9 quarters.
Interactive Financial Advisors's Union Pacific position peaked at $161K in Q1 2022.
2,373 funds tracked by Wall St. Rank held Union Pacific as of Q1 2023.

Based on Interactive Financial Advisors's 13F filing for Q1 2023, filed 27 Apr 2023.