Kula Investments’s Union Pacific UNP Stock Holding History

Kula Investments’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 Q1	$2.22M	Buy	+11,049	New	+$2.24M	0.55%	11

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

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

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Kula Investments's UNP Position: Q1 2023 in Review

Kula Investments opened a new position in Union Pacific (UNP) in Q1 2023: 11,049 shares worth $2.22M. The stake represents 0.55% of the portfolio and ranks #11 among its holdings.

2,374 funds tracked by Wall St. Rank hold UNP as of Q1 2023.

Kula Investments held 11,049 shares of Union Pacific worth $2.22M as of Q1 2023.
Union Pacific was a new Kula Investments position in Q1 2023.
Union Pacific made up 0.55% of Kula Investments's portfolio in Q1 2023, its #11 holding.
2,374 funds tracked by Wall St. Rank held Union Pacific as of Q1 2023.

Based on Kula Investments's 13F filing for Q1 2023, filed 15 May 2023.