Joseph P. Lucia & Associates’s Union Pacific UNP Stock Holding History

Joseph P. Lucia & Associates’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
2022 Q3	–	Sell	-20	Closed	-$4K	–	415
2022 Q2	$4K	Hold	20	–	–	﹤0.01%	361
2022 Q1	$5K	Buy	+20	New	+$5.05K	﹤0.01%	361
2021 Q4	–	Sell	-20	Closed	-$4K	–	521
2021 Q3	$4K	Hold	20	–	–	﹤0.01%	464
2021 Q2	$4K	Hold	20	–	–	﹤0.01%	464
2021 Q1	$4K	Hold	20	–	–	﹤0.01%	441
2020 Q4	$4K	Buy	+20	New	+$3.99K	﹤0.01%	410
2020 Q3	–	Sell	-30	Closed	-$5K	–	423
2020 Q2	$5K	Hold	30	–	–	﹤0.01%	380
2020 Q1	$4K	Hold	30	–	–	﹤0.01%	361
2019 Q4	$5K	Hold	30	–	–	﹤0.01%	364
2019 Q3	$5K	Hold	30	–	–	0.01%	366
2019 Q2	$5K	Hold	30	–	–	0.01%	368
2019 Q1	$5.06K	Buy	+30	New	+$4.83K	0.01%	270

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 $3.38T AUM 44.17% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

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

Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return

Joseph P. Lucia & Associates's UNP Position: Q3 2022 in Review

Joseph P. Lucia & Associates sold out of Union Pacific (UNP) in Q3 2022, closing a stake of 20 shares — an estimated $4K sold.

Joseph P. Lucia & Associates first reported a position in UNP in Q1 2019 and held it in 12 quarters. The position peaked at $5.06K in Q1 2019. 2,324 funds tracked by Wall St. Rank hold UNP as of Q3 2022.

Joseph P. Lucia & Associates reported no remaining Union Pacific position as of Q3 2022 after selling out during the quarter.
Joseph P. Lucia & Associates sold 20 Union Pacific shares in Q3 2022, an estimated $4K.
Joseph P. Lucia & Associates first reported a position in Union Pacific in Q1 2019 and held it in 12 quarters.
Joseph P. Lucia & Associates's Union Pacific position peaked at $5.06K in Q1 2019.
2,324 funds tracked by Wall St. Rank held Union Pacific as of Q3 2022.

Based on Joseph P. Lucia & Associates's 13F filing for Q3 2022, filed 28 Oct 2022.