Lake Point Wealth Management’s Union Pacific UNP Stock Holding History

Lake Point Wealth Management’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 Q2	$60K	Hold	282	–	–	0.03%	58
2022 Q1	$77K	Hold	282	–	–	0.04%	48
2021 Q4	$71K	Buy	282 +200	+244%	+$47.4K	0.03%	59
2021 Q3	$16K	Hold	82	–	–	0.01%	128
2021 Q2	$18K	Buy	+82	New	+$18.3K	0.01%	132
2020 Q1	$3K	Sell	20 -62	-76%	-$10.2K	﹤0.01%	244
2019 Q4	$15K	Buy	+82	New	+$14K	0.01%	235
2019 Q2	$14K	Hold	82	–	–	﹤0.01%	286
2019 Q1	$14K	Hold	82	–	–	﹤0.01%	286
2018 Q4	$11K	Buy	+82	New	+$12.1K	﹤0.01%	446

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

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

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

Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return

Lake Point Wealth Management's UNP Position: Q2 2022 in Review

Lake Point Wealth Management held its Union Pacific (UNP) position steady in Q2 2022 at 282 shares worth $60K. The position accounts for 0.03% of the portfolio, ranked #58.

Lake Point Wealth Management first reported a position in UNP in Q4 2018 and has held it in 10 quarters since. The position peaked at $77K in Q1 2022. 2,358 funds tracked by Wall St. Rank hold UNP as of Q2 2022.

Lake Point Wealth Management held 282 shares of Union Pacific worth $60K as of Q2 2022.
Lake Point Wealth Management left its Union Pacific share count unchanged in Q2 2022.
Union Pacific made up 0.03% of Lake Point Wealth Management's portfolio in Q2 2022, its #58 holding.
Lake Point Wealth Management first reported a position in Union Pacific in Q4 2018 and has held it in 10 quarters since.
Lake Point Wealth Management's Union Pacific position peaked at $77K in Q1 2022.
2,358 funds tracked by Wall St. Rank held Union Pacific as of Q2 2022.

Based on Lake Point Wealth Management's 13F filing for Q2 2022, filed 19 Jul 2022.