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Lehman & Derafelo Financial Resources’s Union Pacific UNP Stock Holding History

Lehman & Derafelo Financial Resources’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
Q4 		$335K Hold
1,616
– – 0.1% 78
2022
Q3 		$315K Sell
1,616
-8
-0.5% -$1.77K 0.1% 73
2022
Q2 		$346K Hold
1,624
– – 0.11% 73
2022
Q1 		$444K Buy
1,624
+8
+0.5% +$2.02K 0.12% 68
2021
Q4 		$407K Hold
1,616
– – 0.12% 69
2021
Q3 		$317K Hold
1,616
– – 0.1% 76
2021
Q2 		$355K Buy
1,616
+16
+1% +$3.56K 0.1% 84
2021
Q1 		$353K Hold
1,600
– – 0.1% 85
2020
Q4 		$333K Hold
1,600
– – 0.1% 80
2020
Q3 		$315K Hold
1,600
– – 0.1% 98
2020
Q2 		$271K Sell
1,600
-346
-18% -$55.5K 0.09% 95
2020
Q1 		$274K Hold
1,946
– – 0.11% 74
2019
Q4 		$352K Buy
1,946
+162
+9% +$27.7K 0.13% 73
2019
Q3 		$289K Sell
1,784
-600
-25% -$101K 0.11% 79
2019
Q2 		$405K Buy
2,384
+180
+8% +$30.8K 0.17% 60
2019
Q1 		$369K Buy
2,204
+100
+5% +$16.1K 0.16% 63
2018
Q4 		$291K Buy
+2,104
New +$312K 0.14% 65

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
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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Lehman & Derafelo Financial Resources's UNP Position: Q4 2022 in Review

Lehman & Derafelo Financial Resources held its Union Pacific (UNP) position steady in Q4 2022 at 1,616 shares worth $335K. The position accounts for 0.1% of the portfolio, ranked #78.

Lehman & Derafelo Financial Resources first reported a position in UNP in Q4 2018 and has held it in 17 quarters since. The position peaked at $444K in Q1 2022. 2,419 funds tracked by Wall St. Rank hold UNP as of Q4 2022.

  • Lehman & Derafelo Financial Resources held 1,616 shares of Union Pacific worth $335K as of Q4 2022.
  • Lehman & Derafelo Financial Resources left its Union Pacific share count unchanged in Q4 2022.
  • Union Pacific made up 0.1% of Lehman & Derafelo Financial Resources's portfolio in Q4 2022, its #78 holding.
  • Lehman & Derafelo Financial Resources first reported a position in Union Pacific in Q4 2018 and has held it in 17 quarters since.
  • Lehman & Derafelo Financial Resources's Union Pacific position peaked at $444K in Q1 2022.
  • 2,419 funds tracked by Wall St. Rank held Union Pacific as of Q4 2022.

Based on Lehman & Derafelo Financial Resources's 13F filing for Q4 2022, filed 20 Jan 2023.