Kaizen Advisory’s Union Pacific UNP Stock Holding History

Kaizen Advisory’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
2018 Q4	$273K	Buy	1,974 +77	+4%	+$11.4K	0.19%	144
2018 Q3	$309K	Hold	1,897	–	–	0.16%	140
2018 Q2	$269K	Buy	1,897 +1,138	+150%	+$159K	0.14%	141
2018 Q1	$102K	Hold	759	–	–	0.1%	127
2017 Q4	$102K	Buy	+759	New	+$91.5K	0.06%	138

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

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

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

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

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

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

Kaizen Advisory's UNP Position: Q4 2018 in Review

Kaizen Advisory increased its Union Pacific (UNP) stake by 4.1% in Q4 2018, buying an estimated $11.4K and bringing the position to 1,974 shares worth $273K. The position accounts for 0.19% of the portfolio, ranked #144.

Kaizen Advisory first reported a position in UNP in Q4 2017 and has held it in 5 quarters since. The position peaked at $309K in Q3 2018. 1,775 funds tracked by Wall St. Rank hold UNP as of Q4 2018.

Kaizen Advisory held 1,974 shares of Union Pacific worth $273K as of Q4 2018.
Kaizen Advisory bought 77 Union Pacific shares in Q4 2018, an estimated $11.4K.
Union Pacific made up 0.19% of Kaizen Advisory's portfolio in Q4 2018, its #144 holding.
Kaizen Advisory first reported a position in Union Pacific in Q4 2017 and has held it in 5 quarters since.
Kaizen Advisory's Union Pacific position peaked at $309K in Q3 2018.
1,775 funds tracked by Wall St. Rank held Union Pacific as of Q4 2018.

Based on Kaizen Advisory's 13F filing for Q4 2018, filed 15 Feb 2019.