Ironwood Financial’s Union Pacific UNP Stock Holding History

Ironwood Financial’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 Q4	–	Sell	-66	Closed	-$13K	–	509
2021 Q3	$13K	Hold	66	–	–	﹤0.01%	342
2021 Q2	$15K	Sell	66 -32	-33%	-$7.13K	﹤0.01%	319
2021 Q1	$22K	Hold	98	–	–	0.01%	257
2020 Q4	$20K	Hold	98	–	–	0.01%	252
2020 Q3	$19K	Hold	98	–	–	0.01%	199
2020 Q2	$17K	Buy	+98	New	+$15.7K	0.01%	201
2018 Q4	–	Sell	-4	Closed	-$1K	–	392
2018 Q3	$1K	Hold	4	–	–	﹤0.01%	351
2018 Q2	$1K	Hold	4	–	–	﹤0.01%	274
2018 Q1	$1K	Hold	4	–	–	﹤0.01%	249
2017 Q4	$1K	Hold	4	–	–	﹤0.01%	251
2017 Q3	$0	Hold	4	–	–	﹤0.01%	279
2017 Q2	$0	Hold	4	–	–	﹤0.01%	278
2017 Q1	$0	Hold	4	–	–	﹤0.01%	281
2016 Q4	$0	Hold	4	–	–	﹤0.01%	283
2016 Q3	$0	Hold	4	–	–	﹤0.01%	280
2016 Q2	$0	Hold	4	–	–	﹤0.01%	291
2016 Q1	$0	Buy	+4	New	+$309	﹤0.01%	290
2015 Q3	$0	Buy	+4	New	+$365	﹤0.01%	384

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Ironwood Financial's UNP Position: Q4 2021 in Review

Ironwood Financial sold out of Union Pacific (UNP) in Q4 2021, closing a stake of 66 shares — an estimated $13K sold.

Ironwood Financial first reported a position in UNP in Q3 2015 and held it in 18 quarters. The position peaked at $22K in Q1 2021. 2,400 funds tracked by Wall St. Rank hold UNP as of Q4 2021.

Ironwood Financial reported no remaining Union Pacific position as of Q4 2021 after selling out during the quarter.
Ironwood Financial sold 66 Union Pacific shares in Q4 2021, an estimated $13K.
Ironwood Financial first reported a position in Union Pacific in Q3 2015 and held it in 18 quarters.
Ironwood Financial's Union Pacific position peaked at $22K in Q1 2021.
2,400 funds tracked by Wall St. Rank held Union Pacific as of Q4 2021.

Based on Ironwood Financial's 13F filing for Q4 2021, filed 28 Jan 2022.