Marshfield Associates’s Union Pacific UNP Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2023
Q4
Sell
-311,075
Closed -$63.3M 22
2023
Q3
$63.3M Buy
311,075
+8,964
+3% +$1.95M 1.57% 19
2023
Q2
$61.8M Buy
302,111
+15,475
+5% +$3.08M 1.61% 18
2023
Q1
$57.7M Buy
286,636
+2,497
+0.9% +$506K 1.69% 17
2022
Q4
$58.8M Sell
284,139
-267
-0.1% -$54.8K 1.81% 17
2022
Q3
$55.4M Sell
284,406
-3,799
-1% -$841K 2.09% 17
2022
Q2
$61.5M Sell
288,205
-10,480
-4% -$2.38M 2.32% 17
2022
Q1
$81.6M Sell
298,685
-47,675
-14% -$12M 3.2% 15
2021
Q4
$87.3M Buy
346,360
+864
+0.3% +$205K 3.46% 15
2021
Q3
$67.7M Sell
345,496
-2,191
-0.6% -$473K 2.96% 15
2021
Q2
$76.5M Buy
347,687
+10,186
+3% +$2.27M 3.14% 13
2021
Q1
$74.4M Sell
337,501
-3,629
-1% -$762K 3.48% 13
2020
Q4
$71M Sell
341,130
-4,860
-1% -$971K 3.31% 14
2020
Q3
$68.1M Sell
345,990
-2,190
-0.6% -$407K 3.27% 15
2020
Q2
$58.9M Buy
348,180
+2,068
+0.6% +$331K 3.05% 14
2020
Q1
$48.8M Buy
346,112
+338
+0.1% +$55.9K 3.01% 14
2019
Q4
$62.5M Buy
345,774
+33,313
+11% +$5.7M 3.26% 14
2019
Q3
$50.6M Buy
312,461
+734
+0.2% +$123K 3.18% 15
2019
Q2
$52.7M Sell
311,727
-4,741
-1% -$812K 3.37% 15
2019
Q1
$52.9M Sell
316,468
-1,165
-0.4% -$187K 3.24% 15
2018
Q4
$43.9M Buy
317,633
+7,191
+2% +$1.07M 3.17% 16
2018
Q3
$50.5M Sell
310,442
-289,776
-48% -$43.6M 3.24% 16
2018
Q2
$85M Sell
600,218
-10,499
-2% -$1.46M 5.65% 7
2018
Q1
$82.1M Sell
610,717
-11,340
-2% -$1.53M 5.51% 8
2017
Q4
$83.4M Sell
622,057
-6,857
-1% -$827K 5.45% 8
2017
Q3
$72.9M Sell
628,914
-9,490
-1% -$1.02M 4.84% 8
2017
Q2
$69.5M Sell
638,404
-15,745
-2% -$1.72M 5.19% 7
2017
Q1
$69.3M Sell
654,149
-26,179
-4% -$2.79M 5.41% 8
2016
Q4
$70.5M Sell
680,328
-13,618
-2% -$1.34M 5.39% 8
2016
Q3
$67.7M Sell
693,946
-104,220
-13% -$9.75M 5.4% 10
2016
Q2
$69.6M Sell
798,166
-2,686
-0.3% -$227K 4.98% 12
2016
Q1
$63.7M Buy
800,852
+532,575
+199% +$41.2M 4.52% 12
2015
Q4
$21M Sell
268,277
-2,438
-0.9% -$209K 1.54% 19
2015
Q3
$23.9M Sell
270,715
-7,694
-3% -$702K 1.85% 19
2015
Q2
$26.6M Sell
278,409
-5,343
-2% -$557K 2.08% 16
2015
Q1
$30.7M Sell
283,752
-8,256
-3% -$969K 2.32% 18
2014
Q4
$34.8M Sell
292,008
-6,141
-2% -$705K 2.55% 18
2014
Q3
$32.3M Buy
+298,149
New +$30.9M 2.5% 19
2014
Q2
Sell
-304,362
Closed -$28.6M 34
2014
Q1
$28.6M Sell
304,362
-4,132
-1% -$367K 2.1% 20
2013
Q4
$25.9M Sell
308,494
-6,042
-2% -$478K 1.93% 20
2013
Q3
$24.4M Sell
314,536
-2,750
-0.9% -$217K 1.85% 20
2013
Q2
$24.5M Buy
+317,286
New +$23.9M 1.91% 20

Other funds holding UNP

Marshfield Associates's UNP Position: Q4 2023 in Review

Marshfield Associates sold out of Union Pacific (UNP) in Q4 2023, closing a stake of 311,075 shares — an estimated $63.3M sold.

Marshfield Associates first reported a position in UNP in Q2 2013 and held it in 41 quarters. The position peaked at $87.3M in Q4 2021. 2,573 funds tracked by Wall St. Rank hold UNP as of Q4 2023.

  • Marshfield Associates reported no remaining Union Pacific position as of Q4 2023 after selling out during the quarter.
  • Marshfield Associates sold 311,075 Union Pacific shares in Q4 2023, an estimated $63.3M.
  • Marshfield Associates first reported a position in Union Pacific in Q2 2013 and held it in 41 quarters.
  • Marshfield Associates's Union Pacific position peaked at $87.3M in Q4 2021.
  • 2,573 funds tracked by Wall St. Rank held Union Pacific as of Q4 2023.

Based on Marshfield Associates's 13F filing for Q4 2023, filed 14 Feb 2024.