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Lafayette Investments’s Union Pacific UNP Stock Holding History

Lafayette 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
2018
Q2 		– Sell
-2,000
Closed -$269K – 79
2018
Q1 		$269K Sell
2,000
-100
-5% -$13.5K 0.1% 67
2017
Q4 		$282K Hold
2,100
– – 0.1% 64
2017
Q3 		$244K Hold
2,100
– – 0.09% 68
2017
Q2 		$229K Hold
2,100
– – 0.08% 66
2017
Q1 		$222K Sell
2,100
-525
-20% -$56K 0.08% 65
2016
Q4 		$272K Hold
2,625
– – 0.1% 59
2016
Q3 		$256K Hold
2,625
– – 0.1% 57
2016
Q2 		$229K Buy
+2,625
New +$222K 0.09% 63

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
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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Lafayette Investments's UNP Position: Q2 2018 in Review

Lafayette Investments sold out of Union Pacific (UNP) in Q2 2018, closing a stake of 2,000 shares — an estimated $269K sold.

Lafayette Investments first reported a position in UNP in Q2 2016 and held it in 8 quarters. The position peaked at $282K in Q4 2017. 1,656 funds tracked by Wall St. Rank hold UNP as of Q2 2018.

  • Lafayette Investments reported no remaining Union Pacific position as of Q2 2018 after selling out during the quarter.
  • Lafayette Investments sold 2,000 Union Pacific shares in Q2 2018, an estimated $269K.
  • Lafayette Investments first reported a position in Union Pacific in Q2 2016 and held it in 8 quarters.
  • Lafayette Investments's Union Pacific position peaked at $282K in Q4 2017.
  • 1,656 funds tracked by Wall St. Rank held Union Pacific as of Q2 2018.

Based on Lafayette Investments's 13F filing for Q2 2018, filed 10 Aug 2018.