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Kaizen Financial Strategies’s Union Pacific UNP Stock Holding History

Kaizen Financial Strategies’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
-970
Closed -$207K – 137
2022
Q2 		$207K Buy
970
+3
+0.3% +$683 0.2% 115
2022
Q1 		$264K Buy
+967
New +$244K 0.21% 113
2021
Q1 		– Sell
-1,018
Closed -$212K – 152
2020
Q4 		$212K Buy
+1,018
New +$203K 0.24% 108

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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return

Kaizen Financial Strategies's UNP Position: Q3 2022 in Review

Kaizen Financial Strategies sold out of Union Pacific (UNP) in Q3 2022, closing a stake of 970 shares — an estimated $207K sold.

Kaizen Financial Strategies first reported a position in UNP in Q4 2020 and held it in 3 quarters. The position peaked at $264K in Q1 2022. 2,324 funds tracked by Wall St. Rank hold UNP as of Q3 2022.

  • Kaizen Financial Strategies reported no remaining Union Pacific position as of Q3 2022 after selling out during the quarter.
  • Kaizen Financial Strategies sold 970 Union Pacific shares in Q3 2022, an estimated $207K.
  • Kaizen Financial Strategies first reported a position in Union Pacific in Q4 2020 and held it in 3 quarters.
  • Kaizen Financial Strategies's Union Pacific position peaked at $264K in Q1 2022.
  • 2,324 funds tracked by Wall St. Rank held Union Pacific as of Q3 2022.

Based on Kaizen Financial Strategies's 13F filing for Q3 2022, filed 19 Oct 2022.