Lourd Capital’s Union Pacific UNP Stock Holding History

Lourd Capital’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
2019 Q2	$328K	Buy	1,937 +110	+6%	+$18.9K	0.03%	92
2019 Q1	$305K	Sell	1,827 -650	-26%	-$105K	0.03%	91
2018 Q4	$342K	Buy	2,477 +28	+1%	+$4.15K	0.03%	171
2018 Q3	$399K	Buy	+2,449	New	+$369K	0.03%	159
2018 Q1	–	Sell	-2,334	Closed	-$313K	–	323
2017 Q4	$313K	Buy	2,334 +545	+30%	+$65.7K	0.02%	227
2017 Q3	$207K	Sell	1,789 -985	-36%	-$106K	0.02%	110
2017 Q2	$302K	Buy	2,774 +255	+10%	+$27.8K	0.03%	90
2017 Q1	$267K	Buy	+2,519	New	+$269K	0.03%	96

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

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

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Lourd Capital's UNP Position: Q2 2019 in Review

Lourd Capital increased its Union Pacific (UNP) stake by 6% in Q2 2019, buying an estimated $18.9K and bringing the position to 1,937 shares worth $328K. The position accounts for 0.03% of the portfolio, ranked #92.

Lourd Capital first reported a position in UNP in Q1 2017 and has held it in 8 quarters since. The position peaked at $399K in Q3 2018. 1,851 funds tracked by Wall St. Rank hold UNP as of Q2 2019.

Lourd Capital held 1,937 shares of Union Pacific worth $328K as of Q2 2019.
Lourd Capital bought 110 Union Pacific shares in Q2 2019, an estimated $18.9K.
Union Pacific made up 0.03% of Lourd Capital's portfolio in Q2 2019, its #92 holding.
Lourd Capital first reported a position in Union Pacific in Q1 2017 and has held it in 8 quarters since.
Lourd Capital's Union Pacific position peaked at $399K in Q3 2018.
1,851 funds tracked by Wall St. Rank held Union Pacific as of Q2 2019.

Based on Lourd Capital's 13F filing for Q2 2019, filed 11 Jul 2019.