MSA
UNP icon

Marino Stram & Associates’s Union Pacific UNP Stock Holding History

Marino Stram & Associates’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
2021
Q3 		– Sell
-5,894
Closed -$1.3M – 277
2021
Q2 		$1.3M Buy
+5,894
New +$1.31M 0.34% 69
2019
Q2 		– Sell
-30
Closed -$5K – 534
2019
Q1 		$5K Buy
30
+11
+58% +$1.77K ﹤0.01% 387
2018
Q4 		$3K Buy
19
+15
+375% +$2.22K ﹤0.01% 441
2018
Q3 		$1K Buy
+4
New +$602 ﹤0.01% 457
2018
Q1 		– Sell
-86
Closed -$12K – 493
2017
Q4 		$12K Buy
+86
New +$10.4K 0.01% 297

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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Marino Stram & Associates's UNP Position: Q3 2021 in Review

Marino Stram & Associates sold out of Union Pacific (UNP) in Q3 2021, closing a stake of 5,894 shares — an estimated $1.3M sold.

Marino Stram & Associates first reported a position in UNP in Q4 2017 and held it in 5 quarters. The position peaked at $1.3M in Q2 2021. 2,167 funds tracked by Wall St. Rank hold UNP as of Q3 2021.

  • Marino Stram & Associates reported no remaining Union Pacific position as of Q3 2021 after selling out during the quarter.
  • Marino Stram & Associates sold 5,894 Union Pacific shares in Q3 2021, an estimated $1.3M.
  • Marino Stram & Associates first reported a position in Union Pacific in Q4 2017 and held it in 5 quarters.
  • Marino Stram & Associates's Union Pacific position peaked at $1.3M in Q2 2021.
  • 2,167 funds tracked by Wall St. Rank held Union Pacific as of Q3 2021.

Based on Marino Stram & Associates's 13F filing for Q3 2021, filed 14 Oct 2021.