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Lockerman Financial Group’s Union Pacific UNP Stock Holding History

Lockerman Financial Group’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 		– Sell
-1,078
Closed -$210K – 80
2022
Q3 		$210K Buy
1,078
+101
+10% +$22.3K 0.6% 58
2022
Q2 		$208K Sell
977
-39
-4% -$8.87K 0.66% 58
2022
Q1 		$278K Sell
1,016
-26
-2% -$6.57K 0.75% 42
2021
Q4 		$263K Buy
+1,042
New +$247K 0.69% 46

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

Lockerman Financial Group's UNP Position: Q4 2022 in Review

Lockerman Financial Group sold out of Union Pacific (UNP) in Q4 2022, closing a stake of 1,078 shares — an estimated $210K sold.

Lockerman Financial Group first reported a position in UNP in Q4 2021 and held it in 4 quarters. The position peaked at $278K in Q1 2022. 2,419 funds tracked by Wall St. Rank hold UNP as of Q4 2022.

  • Lockerman Financial Group reported no remaining Union Pacific position as of Q4 2022 after selling out during the quarter.
  • Lockerman Financial Group sold 1,078 Union Pacific shares in Q4 2022, an estimated $210K.
  • Lockerman Financial Group first reported a position in Union Pacific in Q4 2021 and held it in 4 quarters.
  • Lockerman Financial Group's Union Pacific position peaked at $278K in Q1 2022.
  • 2,419 funds tracked by Wall St. Rank held Union Pacific as of Q4 2022.

Based on Lockerman Financial Group's 13F filing for Q4 2022, filed 8 Feb 2023.