LAM
UNP icon

Lakewood Asset Management’s Union Pacific UNP Stock Holding History

Lakewood Asset 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
2023
Q1 		– Sell
-232
Closed -$48K – 283
2022
Q4 		$48K Buy
+232
New +$47.6K 0.04% 181

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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 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

Lakewood Asset Management's UNP Position: Q1 2023 in Review

Lakewood Asset Management sold out of Union Pacific (UNP) in Q1 2023, closing a stake of 232 shares — an estimated $48K sold.

Lakewood Asset Management first reported a position in UNP in Q4 2022 and held it in 1 quarter. The position peaked at $48K in Q4 2022. 2,375 funds tracked by Wall St. Rank hold UNP as of Q1 2023.

  • Lakewood Asset Management reported no remaining Union Pacific position as of Q1 2023 after selling out during the quarter.
  • Lakewood Asset Management sold 232 Union Pacific shares in Q1 2023, an estimated $48K.
  • Lakewood Asset Management first reported a position in Union Pacific in Q4 2022 and held it in 1 quarter.
  • Lakewood Asset Management's Union Pacific position peaked at $48K in Q4 2022.
  • 2,375 funds tracked by Wall St. Rank held Union Pacific as of Q1 2023.

Based on Lakewood Asset Management's 13F filing for Q1 2023, filed 13 Apr 2023.