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Jupiter Investment Management’s Union Pacific UNP Stock Holding History

Jupiter Investment 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
Q2 		$335K Sell
1,983
-527
-21% -$84.5K 0.01% 349
2020
Q1 		$354K Sell
2,510
-5,190
-67% -$858K 0.01% 304
2019
Q4 		$1.39M Sell
7,700
-229,127
-97% -$39.2M 0.02% 304
2019
Q3 		$38.4M Sell
236,827
-71,243
-23% -$12M 0.5% 63
2019
Q2 		$52.1M Sell
308,070
-656,343
-68% -$112M 0.53% 69
2019
Q1 		$161M Buy
964,413
+426,424
+79% +$68.6M 1.49% 19
2018
Q4 		$74.4M Buy
+537,989
New +$79.7M 0.66% 54
2018
Q3 		– Sell
-36,583
Closed -$5.18M – 455
2018
Q2 		$5.18M Buy
36,583
+1,747
+5% +$244K 0.04% 204
2018
Q1 		$4.68M Sell
34,836
-8,691
-20% -$1.17M 0.04% 197
2017
Q4 		$5.84M Sell
43,527
-5,475
-11% -$660K 0.05% 177
2017
Q3 		$5.68M Buy
49,002
+350
+0.7% +$37.5K 0.06% 165
2017
Q2 		$5.3M Buy
48,652
+30,948
+175% +$3.37M 0.06% 174
2017
Q1 		$1.88M Hold
17,704
– – 0.03% 205
2016
Q4 		$1.83M Sell
17,704
-3,870
-18% -$380K 0.03% 191
2016
Q3 		$2.1M Buy
21,574
+1,410
+7% +$132K 0.04% 216
2016
Q2 		$1.76M Buy
20,164
+5,246
+35% +$444K 0.03% 266
2016
Q1 		$1.19M Buy
14,918
+13,757
+1,185% +$1.06M 0.02% 292
2015
Q4 		$90K Sell
1,161
-5,931
-84% -$509K ﹤0.01% 241
2015
Q3 		$627K Sell
7,092
-35,192
-83% -$3.21M 0.02% 233
2015
Q2 		$4.03M Sell
42,284
-454,993
-91% -$47.4M 0.12% 113
2015
Q1 		$53.9M Buy
497,277
+162,552
+49% +$19.1M 1.71% 15
2014
Q4 		$39.9M Buy
334,725
+329,979
+6,953% +$37.9M 1.41% 20
2014
Q3 		$514K Buy
+4,746
New +$491K 0.03% 262

Other funds holding UNP

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Jupiter Investment Management's UNP Position: Q2 2020 in Review

Jupiter Investment Management reduced its Union Pacific (UNP) stake by 21% in Q2 2020, selling an estimated $84.5K and leaving 1,983 shares worth $335K. The position accounts for 0.01% of the portfolio, ranked #349.

Jupiter Investment Management first reported a position in UNP in Q3 2014 and has held it in 23 quarters since. The position peaked at $161M in Q1 2019. 1,940 funds tracked by Wall St. Rank hold UNP as of Q2 2020.

  • Jupiter Investment Management held 1,983 shares of Union Pacific worth $335K as of Q2 2020.
  • Jupiter Investment Management sold 527 Union Pacific shares in Q2 2020, an estimated $84.5K.
  • Union Pacific made up 0.01% of Jupiter Investment Management's portfolio in Q2 2020, its #349 holding.
  • Jupiter Investment Management first reported a position in Union Pacific in Q3 2014 and has held it in 23 quarters since.
  • Jupiter Investment Management's Union Pacific position peaked at $161M in Q1 2019.
  • 1,940 funds tracked by Wall St. Rank held Union Pacific as of Q2 2020.

Based on Jupiter Investment Management's 13F filing for Q2 2020, filed 13 Jul 2020.