KB Financial Partners’s Union Pacific UNP Stock Holding History

KB Financial Partners’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
2023 Q3	$19K	Sell	91 -3	-3%	-$653	0.01%	352
2023 Q2	$19K	Sell	94 -1,770	-95%	-$352K	0.01%	358
2023 Q1	$375K	Sell	1,864 -628	-25%	-$127K	0.11%	119
2022 Q4	$516K	Sell	2,492 -129	-5%	-$26.5K	0.18%	79
2022 Q3	$511K	Buy	2,621 +297	+13%	+$65.7K	0.18%	72
2022 Q2	$496K	Buy	2,324 +90	+4%	+$20.5K	0.17%	66
2022 Q1	$610K	Buy	2,234 +204	+10%	+$51.5K	0.17%	55
2021 Q4	$512K	Buy	2,030 +212	+12%	+$50.2K	0.15%	69
2021 Q3	$356K	Buy	1,818 +204	+13%	+$44.1K	0.13%	101
2021 Q2	$355K	Sell	1,614 -1,407	-47%	-$313K	0.13%	92
2021 Q1	$666K	Buy	+3,021	New	+$634K	0.28%	34

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

Capital International Investors Los Angeles, California $427B AUM 29.17% 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

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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

KB Financial Partners's UNP Position: Q3 2023 in Review

KB Financial Partners reduced its Union Pacific (UNP) stake by 3.2% in Q3 2023, selling an estimated $653 and leaving 91 shares worth $19K. The position accounts for 0.01% of the portfolio, ranked #352.

KB Financial Partners first reported a position in UNP in Q1 2021 and has held it in 11 quarters since. The position peaked at $666K in Q1 2021. 2,397 funds tracked by Wall St. Rank hold UNP as of Q3 2023.

KB Financial Partners held 91 shares of Union Pacific worth $19K as of Q3 2023.
KB Financial Partners sold 3 Union Pacific shares in Q3 2023, an estimated $653.
Union Pacific made up 0.01% of KB Financial Partners's portfolio in Q3 2023, its #352 holding.
KB Financial Partners first reported a position in Union Pacific in Q1 2021 and has held it in 11 quarters since.
KB Financial Partners's Union Pacific position peaked at $666K in Q1 2021.
2,397 funds tracked by Wall St. Rank held Union Pacific as of Q3 2023.

Based on KB Financial Partners's 13F filing for Q3 2023, filed 15 Nov 2023.