Jackson Wealth Management’s Union Pacific UNP Stock Holding History

Jackson Wealth Management’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
2020 Q1	–	Sell	-3,946	Closed	-$730K	–	166
2019 Q4	$730K	Buy	3,946 +247	+7%	+$42.3K	0.12%	127
2019 Q3	$580K	Buy	+3,699	New	+$622K	0.12%	112
2015 Q4	–	Sell	-1,325	Closed	-$117K	–	111
2015 Q3	$117K	Buy	+1,325	New	+$121K	0.04%	108
2015 Q2	–	Sell	-1,975	Closed	-$214K	–	123
2015 Q1	$214K	Sell	1,975 -1,508	-43%	-$177K	0.07%	108
2014 Q4	$415K	Buy	+3,483	New	+$400K	0.14%	90

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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

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

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Jackson Wealth Management's UNP Position: Q1 2020 in Review

Jackson Wealth Management sold out of Union Pacific (UNP) in Q1 2020, closing a stake of 3,946 shares — an estimated $730K sold.

Jackson Wealth Management first reported a position in UNP in Q4 2014 and held it in 5 quarters. The position peaked at $730K in Q4 2019. 1,852 funds tracked by Wall St. Rank hold UNP as of Q1 2020.

Jackson Wealth Management reported no remaining Union Pacific position as of Q1 2020 after selling out during the quarter.
Jackson Wealth Management sold 3,946 Union Pacific shares in Q1 2020, an estimated $730K.
Jackson Wealth Management first reported a position in Union Pacific in Q4 2014 and held it in 5 quarters.
Jackson Wealth Management's Union Pacific position peaked at $730K in Q4 2019.
1,852 funds tracked by Wall St. Rank held Union Pacific as of Q1 2020.

Based on Jackson Wealth Management's 13F filing for Q1 2020, filed 13 May 2020.