Kiwi Wealth Investments Limited Partnership’s Union Pacific UNP Stock Holding History

Kiwi Wealth Investments Limited Partnership’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	–	Sell	-10,186	Closed	-$2.08M	–	183
2023 Q2	$2.08M	Buy	+10,186	New	+$2.02M	0.13%	124
2022 Q2	–	Sell	-29,125	Closed	-$7.96M	–	240
2022 Q1	$7.96M	Buy	29,125 +6,114	+27%	+$1.54M	0.43%	69
2021 Q4	$5.8M	Buy	+23,011	New	+$5.45M	0.27%	102
2020 Q4	–	Sell	-32,076	Closed	-$6.32M	–	292
2020 Q3	$6.32M	Sell	32,076 -4,632	-13%	-$861K	0.44%	64
2020 Q2	$6.21M	Sell	36,708 -10,390	-22%	-$1.67M	0.5%	55
2020 Q1	$6.64M	Sell	47,098 -21,699	-32%	-$3.59M	0.67%	44
2019 Q4	$12.4M	Buy	68,797 +6,049	+10%	+$1.04M	0.91%	28
2019 Q3	$10.2M	Buy	62,748 +3,330	+6%	+$560K	0.82%	36
2019 Q2	$10M	Buy	59,418 +34,261	+136%	+$5.87M	0.88%	35
2019 Q1	$4.21M	Buy	+25,157	New	+$4.05M	0.38%	81

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 $315B AUM 27.84% 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

Kiwi Wealth Investments Limited Partnership's UNP Position: Q3 2023 in Review

Kiwi Wealth Investments Limited Partnership sold out of Union Pacific (UNP) in Q3 2023, closing a stake of 10,186 shares — an estimated $2.08M sold.

Kiwi Wealth Investments Limited Partnership first reported a position in UNP in Q1 2019 and held it in 10 quarters. The position peaked at $12.4M in Q4 2019. 2,398 funds tracked by Wall St. Rank hold UNP as of Q3 2023.

Kiwi Wealth Investments Limited Partnership reported no remaining Union Pacific position as of Q3 2023 after selling out during the quarter.
Kiwi Wealth Investments Limited Partnership sold 10,186 Union Pacific shares in Q3 2023, an estimated $2.08M.
Kiwi Wealth Investments Limited Partnership first reported a position in Union Pacific in Q1 2019 and held it in 10 quarters.
Kiwi Wealth Investments Limited Partnership's Union Pacific position peaked at $12.4M in Q4 2019.
2,398 funds tracked by Wall St. Rank held Union Pacific as of Q3 2023.

Based on Kiwi Wealth Investments Limited Partnership's 13F filing for Q3 2023, filed 14 Nov 2023.