Loveless Wealth Management’s Union Pacific UNP Stock Holding History

Loveless Wealth Management’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 Q2	$1.52M	Buy	7,117 +7	+0.1%	+$1.59K	0.99%	35
2022 Q1	$1.94M	Sell	7,110 -250	-3%	-$63.1K	1.1%	30
2021 Q4	$1.85M	Sell	7,360 -80	-1%	-$18.9K	1.02%	38
2021 Q3	$1.46M	Sell	7,440 -50	-0.7%	-$10.8K	0.89%	41
2021 Q2	$1.65M	Sell	7,490 -230	-3%	-$51.2K	1%	38
2021 Q1	$1.7M	Sell	7,720 -100	-1%	-$21K	1.12%	33
2020 Q4	$1.63M	Sell	7,820 -65	-0.8%	-$13K	1.2%	31
2020 Q3	$1.55M	Sell	7,885 -70	-0.9%	-$13K	1.31%	29
2020 Q2	$1.34M	Sell	7,955 -65	-0.8%	-$10.4K	1.25%	27
2020 Q1	$1.13M	Sell	8,020 -30	-0.4%	-$4.96K	1.33%	28
2019 Q4	$1.46M	Buy	+8,050	New	+$1.38M	1.26%	28

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

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

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 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

Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return

Loveless Wealth Management's UNP Position: Q2 2022 in Review

Loveless Wealth Management increased its Union Pacific (UNP) stake by 0.1% in Q2 2022, buying an estimated $1.59K and bringing the position to 7,117 shares worth $1.52M. The position accounts for 0.99% of the portfolio, ranked #35.

Loveless Wealth Management first reported a position in UNP in Q4 2019 and has held it in 11 quarters since. The position peaked at $1.94M in Q1 2022. 2,358 funds tracked by Wall St. Rank hold UNP as of Q2 2022.

Loveless Wealth Management held 7,117 shares of Union Pacific worth $1.52M as of Q2 2022.
Loveless Wealth Management bought 7 Union Pacific shares in Q2 2022, an estimated $1.59K.
Union Pacific made up 0.99% of Loveless Wealth Management's portfolio in Q2 2022, its #35 holding.
Loveless Wealth Management first reported a position in Union Pacific in Q4 2019 and has held it in 11 quarters since.
Loveless Wealth Management's Union Pacific position peaked at $1.94M in Q1 2022.
2,358 funds tracked by Wall St. Rank held Union Pacific as of Q2 2022.

Based on Loveless Wealth Management's 13F filing for Q2 2022, filed 22 Jul 2022.