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JBJ Investment Partners’s Union Pacific UNP Stock Holding History

JBJ Investment Partners’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 		$252K Buy
+999
New +$237K 0.05% 55
2021
Q3 		– Sell
-999
Closed -$220K – 63
2021
Q2 		$220K Buy
999
+15
+2% +$3.34K 0.05% 57
2021
Q1 		$217K Hold
984
– – 0.05% 59
2020
Q4 		$205K Buy
+984
New +$197K 0.05% 60
2019
Q2 		– Sell
-984
Closed -$165K – 175
2019
Q1 		$165K Buy
+984
New +$158K 0.06% 44

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State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

JBJ Investment Partners's UNP Position: Q4 2021 in Review

JBJ Investment Partners opened a new position in Union Pacific (UNP) in Q4 2021: 999 shares worth $252K. The stake represents 0.05% of the portfolio and ranks #55 among its holdings. This is a return to the name: JBJ Investment Partners previously reported a position in UNP as recently as Q2 2021.

JBJ Investment Partners first reported a position in UNP in Q1 2019 and has held it in 5 quarters since. 2,400 funds tracked by Wall St. Rank hold UNP as of Q4 2021.

  • JBJ Investment Partners held 999 shares of Union Pacific worth $252K as of Q4 2021.
  • Union Pacific was a new JBJ Investment Partners position in Q4 2021.
  • Union Pacific made up 0.05% of JBJ Investment Partners's portfolio in Q4 2021, its #55 holding.
  • JBJ Investment Partners first reported a position in Union Pacific in Q1 2019 and has held it in 5 quarters since.
  • 2,400 funds tracked by Wall St. Rank held Union Pacific as of Q4 2021.

Based on JBJ Investment Partners's 13F filing for Q4 2021, filed 8 Feb 2022.