Lehman Financial Resources’s Union Pacific UNP Stock Holding History

Lehman 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
2018 Q3	$342K	Buy	2,104 +144	+7%	+$21.7K	0.16%	63
2018 Q2	$277K	Hold	1,960	–	–	0.14%	64
2018 Q1	$263K	Hold	1,960	–	–	0.13%	65
2017 Q4	$262K	Hold	1,960	–	–	0.14%	66
2017 Q3	$227K	Hold	1,960	–	–	0.12%	64
2017 Q2	$211K	Hold	1,960	–	–	0.12%	58
2017 Q1	$207K	Hold	1,960	–	–	0.11%	58
2016 Q4	$203K	Buy	+1,960	New	+$193K	0.12%	57
2015 Q4	–	Sell	-500	Closed	-$44K	–	330
2015 Q3	$44K	Buy	500 +300	+150%	+$27.4K	0.02%	158
2015 Q2	$19K	Hold	200	–	–	0.01%	256
2015 Q1	$22K	Hold	200	–	–	0.01%	244
2014 Q4	$24K	Hold	200	–	–	0.01%	219
2014 Q3	$22K	Hold	200	–	–	0.01%	229
2014 Q2	$20K	Hold	200	–	–	0.01%	237
2014 Q1	$19K	Hold	200	–	–	0.01%	234
2013 Q4	$17K	Hold	200	–	–	0.01%	235
2013 Q3	$16K	Hold	200	–	–	0.01%	228
2013 Q2	$15K	Buy	+200	New	+$15.1K	0.01%	205

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

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Lehman Financial Resources's UNP Position: Q3 2018 in Review

Lehman Financial Resources increased its Union Pacific (UNP) stake by 7.3% in Q3 2018, buying an estimated $21.7K and bringing the position to 2,104 shares worth $342K. The position accounts for 0.16% of the portfolio, ranked #63.

Lehman Financial Resources first reported a position in UNP in Q2 2013 and has held it in 18 quarters since. 1,684 funds tracked by Wall St. Rank hold UNP as of Q3 2018.

Lehman Financial Resources held 2,104 shares of Union Pacific worth $342K as of Q3 2018.
Lehman Financial Resources bought 144 Union Pacific shares in Q3 2018, an estimated $21.7K.
Union Pacific made up 0.16% of Lehman Financial Resources's portfolio in Q3 2018, its #63 holding.
Lehman Financial Resources first reported a position in Union Pacific in Q2 2013 and has held it in 18 quarters since.
1,684 funds tracked by Wall St. Rank held Union Pacific as of Q3 2018.

Based on Lehman Financial Resources's 13F filing for Q3 2018, filed 14 Nov 2018.