Meitav Investment House’s Union Pacific UNP Stock Holding History

Meitav Investment House’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 Q3	–	Sell	-134	Closed	-$27.4K	–	502
2023 Q2	$27.4K	Buy	+134	New	+$26.6K	﹤0.01%	484
2019 Q4	–	Sell	-1,600	Closed	-$262K	–	474
2019 Q3	$262K	Buy	1,600 +100	+7%	+$16.8K	0.02%	363
2019 Q2	$249K	Sell	1,500 -2,200	-59%	-$377K	0.02%	365
2019 Q1	$612K	Buy	3,700 +1,200	+48%	+$193K	0.03%	221
2018 Q4	$343K	Sell	2,500 -100	-4%	-$14.8K	0.02%	241
2018 Q3	$426K	Sell	2,600 -200	-7%	-$30.1K	0.02%	344
2018 Q2	$432K	Buy	2,800 +40	+1%	+$5.58K	0.02%	334
2018 Q1	$371K	Sell	2,760 -140	-5%	-$18.8K	0.02%	274
2017 Q4	$392K	Buy	+2,900	New	+$350K	0.02%	167

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

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

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

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

Meitav Investment House's UNP Position: Q3 2023 in Review

Meitav Investment House sold out of Union Pacific (UNP) in Q3 2023, closing a stake of 134 shares — an estimated $27.4K sold.

Meitav Investment House first reported a position in UNP in Q4 2017 and held it in 9 quarters. The position peaked at $612K in Q1 2019. 2,397 funds tracked by Wall St. Rank hold UNP as of Q3 2023.

Meitav Investment House reported no remaining Union Pacific position as of Q3 2023 after selling out during the quarter.
Meitav Investment House sold 134 Union Pacific shares in Q3 2023, an estimated $27.4K.
Meitav Investment House first reported a position in Union Pacific in Q4 2017 and held it in 9 quarters.
Meitav Investment House's Union Pacific position peaked at $612K in Q1 2019.
2,397 funds tracked by Wall St. Rank held Union Pacific as of Q3 2023.

Based on Meitav Investment House's 13F filing for Q3 2023, filed 30 Oct 2023.