LCP
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Legacy Capital Partners’s Union Pacific UNP Stock Holding History

Legacy Capital Partners’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
2020
Q1 		– Sell
-1,364
Closed -$247K – 159
2019
Q4 		$247K Hold
1,364
– – 0.1% 134
2019
Q3 		$221K Hold
1,364
– – 0.1% 139
2019
Q2 		$231K Buy
1,364
+150
+12% +$25.7K 0.1% 128
2019
Q1 		$203K Buy
+1,214
New +$195K 0.09% 133
2018
Q4 		– Sell
-1,372
Closed -$224K – 140
2018
Q3 		$224K Buy
+1,372
New +$207K 0.1% 127

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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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Legacy Capital Partners's UNP Position: Q1 2020 in Review

Legacy Capital Partners sold out of Union Pacific (UNP) in Q1 2020, closing a stake of 1,364 shares — an estimated $247K sold.

Legacy Capital Partners first reported a position in UNP in Q3 2018 and held it in 5 quarters. The position peaked at $247K in Q4 2019. 1,852 funds tracked by Wall St. Rank hold UNP as of Q1 2020.

  • Legacy Capital Partners reported no remaining Union Pacific position as of Q1 2020 after selling out during the quarter.
  • Legacy Capital Partners sold 1,364 Union Pacific shares in Q1 2020, an estimated $247K.
  • Legacy Capital Partners first reported a position in Union Pacific in Q3 2018 and held it in 5 quarters.
  • Legacy Capital Partners's Union Pacific position peaked at $247K in Q4 2019.
  • 1,852 funds tracked by Wall St. Rank held Union Pacific as of Q1 2020.

Based on Legacy Capital Partners's 13F filing for Q1 2020, filed 5 May 2020.