MBM Wealth Consultants’s Union Pacific UNP Stock Holding History

MBM Wealth Consultants’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
2023 Q2	–	Sell	-45	Closed	-$2K	–	259
2023 Q1	$2K	Hold	45	–	–	﹤0.01%	256
2022 Q4	$9K	Sell	45 -50	-53%	-$10.3K	﹤0.01%	235
2022 Q3	$19K	Sell	95 -121	-56%	-$26.8K	0.01%	192
2022 Q2	$10K	Buy	216 +121	+127%	+$27.5K	﹤0.01%	221
2022 Q1	$26K	Sell	95 -45	-32%	-$11.4K	0.01%	210
2021 Q4	$35K	Hold	140	–	–	0.01%	187
2021 Q3	$27K	Hold	140	–	–	0.01%	193
2021 Q2	$31K	Sell	140 -90	-39%	-$20K	0.01%	166
2021 Q1	$51K	Hold	230	–	–	0.03%	135
2020 Q4	$48K	Hold	230	–	–	0.03%	134
2020 Q3	$45K	Hold	230	–	–	0.03%	135
2020 Q2	$39K	Hold	230	–	–	0.03%	132
2020 Q1	$32K	Sell	230 -53	-19%	-$8.76K	0.03%	123
2019 Q4	$51K	Hold	283	–	–	0.04%	122
2019 Q3	$46K	Sell	283 -152	-35%	-$25.6K	0.04%	123
2019 Q2	$74K	Buy	435 +105	+32%	+$18K	0.06%	106
2019 Q1	$55K	Hold	330	–	–	0.05%	119
2018 Q4	$46K	Buy	+330	New	+$48.9K	0.04%	134

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

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

MBM Wealth Consultants's UNP Position: Q2 2023 in Review

MBM Wealth Consultants sold out of Union Pacific (UNP) in Q2 2023, closing a stake of 45 shares — an estimated $2K sold.

MBM Wealth Consultants first reported a position in UNP in Q4 2018 and held it in 18 quarters. The position peaked at $74K in Q2 2019. 2,413 funds tracked by Wall St. Rank hold UNP as of Q2 2023.

MBM Wealth Consultants reported no remaining Union Pacific position as of Q2 2023 after selling out during the quarter.
MBM Wealth Consultants sold 45 Union Pacific shares in Q2 2023, an estimated $2K.
MBM Wealth Consultants first reported a position in Union Pacific in Q4 2018 and held it in 18 quarters.
MBM Wealth Consultants's Union Pacific position peaked at $74K in Q2 2019.
2,413 funds tracked by Wall St. Rank held Union Pacific as of Q2 2023.

Based on MBM Wealth Consultants's 13F filing for Q2 2023, filed 24 Jul 2023.