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Marvin & Palmer Associates’s Union Pacific UNP Stock Holding History

Marvin & Palmer 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
2019
Q3 		– Sell
-37,924
Closed -$6.41M – 31
2019
Q2 		$6.41M Buy
37,924
+7,018
+23% +$1.2M 4.25% 9
2019
Q1 		$5.17M Sell
30,906
-290
-0.9% -$46.7K 4.03% 13
2018
Q4 		$4.31M Buy
31,196
+731
+2% +$108K 3.71% 16
2018
Q3 		$4.96M Sell
30,465
-2,960
-9% -$446K 3.76% 16
2018
Q2 		$4.74M Hold
33,425
– – 4.66% 9
2018
Q1 		$4.49M Buy
33,425
+9,419
+39% +$1.27M 4.11% 10
2017
Q4 		$3.22M Buy
+24,006
New +$2.9M 3.34% 15
2017
Q3 		– Sell
-42,590
Closed -$4.64M – 44
2017
Q2 		$4.64M Buy
42,590
+15,300
+56% +$1.67M 3.52% 13
2017
Q1 		$2.89M Buy
27,290
+6,825
+33% +$728K 2.1% 27
2016
Q4 		$2.12M Buy
+20,465
New +$2.01M 1.81% 25
2016
Q1 		– Sell
-27,825
Closed -$2.18M – 58
2015
Q4 		$2.18M Sell
27,825
-500
-2% -$42.9K 2.23% 21
2015
Q3 		$2.5M Sell
28,325
-1,625
-5% -$148K 2.99% 12
2015
Q2 		$2.86M Sell
29,950
-9,600
-24% -$1M 2.7% 11
2015
Q1 		$4.28M Sell
39,550
-961
-2% -$113K 3.71% 5
2014
Q4 		$4.85M Sell
40,511
-109
-0.3% -$12.5K 4.93% 3
2014
Q3 		$4.4M Sell
40,620
-6,862
-14% -$710K 4.48% 4
2014
Q2 		$4.74M Sell
47,482
-448
-0.9% -$43.4K 4.11% 4
2014
Q1 		$4.5M Sell
47,930
-8,820
-16% -$783K 3.94% 4
2013
Q4 		$4.77M Sell
56,750
-19,100
-25% -$1.51M 2.86% 6
2013
Q3 		$5.89M Sell
75,850
-32,900
-30% -$2.6M 3.86% 2
2013
Q2 		$8.39M Buy
+108,750
New +$8.19M 4.55% 1

Other funds holding UNP

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Marvin & Palmer Associates's UNP Position: Q3 2019 in Review

Marvin & Palmer Associates sold out of Union Pacific (UNP) in Q3 2019, closing a stake of 37,924 shares — an estimated $6.41M sold.

Marvin & Palmer Associates first reported a position in UNP in Q2 2013 and held it in 21 quarters. The position peaked at $8.39M in Q2 2013. 1,834 funds tracked by Wall St. Rank hold UNP as of Q3 2019.

  • Marvin & Palmer Associates reported no remaining Union Pacific position as of Q3 2019 after selling out during the quarter.
  • Marvin & Palmer Associates sold 37,924 Union Pacific shares in Q3 2019, an estimated $6.41M.
  • Marvin & Palmer Associates first reported a position in Union Pacific in Q2 2013 and held it in 21 quarters.
  • Marvin & Palmer Associates's Union Pacific position peaked at $8.39M in Q2 2013.
  • 1,834 funds tracked by Wall St. Rank held Union Pacific as of Q3 2019.

Based on Marvin & Palmer Associates's 13F filing for Q3 2019, filed 14 Nov 2019.