J. Goldman & Co’s Union Pacific UNP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q2 | – | Sell |
-44,476
| Closed | -$6.27M | – | 272 |
|
|
2020
Q1 | $6.27M | Buy |
+44,476
| New | +$6.27M | 0.76% | 21 |
|
|
2019
Q3 | – | Sell |
-73,386
| Closed | -$12.4M | – | 249 |
|
|
2019
Q2 | $12.4M | Buy |
73,386
+40,461
| +123% | +$6.84M | 0.86% | 21 |
|
|
2019
Q1 | $5.51M | Sell |
32,925
-41,153
| -56% | -$6.88M | 0.31% | 65 |
|
|
2018
Q4 | $10.2M | Buy |
+74,078
| New | +$10.2M | 0.79% | 17 |
|
|
2018
Q3 | – | Hold |
0
| – | – | – | 264 |
|
|
2018
Q1 | – | Sell |
-5,220
| Closed | -$700K | – | 327 |
|
|
2017
Q4 | $700K | Buy |
+5,220
| New | +$700K | 0.04% | 150 |
|
|
2017
Q2 | – | Sell |
-77,290
| Closed | -$8.19M | – | 302 |
|
|
2017
Q1 | $8.19M | Buy |
+77,290
| New | +$8.19M | 0.4% | 42 |
|
|
2016
Q4 | – | Sell |
-48,450
| Closed | -$4.73M | – | 281 |
|
|
2016
Q3 | $4.73M | Sell |
48,450
-43,000
| -47% | -$4.19M | 0.27% | 62 |
|
|
2016
Q2 | $7.98M | Buy |
+91,450
| New | +$7.98M | 0.42% | 30 |
|
|
2013
Q4 | – | Sell |
-59,650
| Closed | -$4.63M | – | 209 |
|
|
2013
Q3 | $4.63M | Buy |
+59,650
| New | +$4.63M | 0.43% | 41 |
|