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	Sell	30 -5,030	-99%	-$862K	0.01%	368
2019 Q1	$30	Buy	+5,060	New	+$814K	﹤0.01%	307

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 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

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Nuveen Charlotte, North Carolina $369B AUM 31.66% 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 $5K in Q1 2022. 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 $5K in Q1 2022.
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.