MIM
UNP icon

Midwest Investment Management’s Union Pacific UNP Stock Holding History

Midwest Investment Management’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
2017
Q3 		$5.2M Sell
44,815
-1,356
-3% -$145K 4.28% 4
2017
Q2 		$5.03M Sell
46,171
-320
-0.7% -$34.9K 4.24% 3
2017
Q1 		$4.92M Sell
46,491
-1,565
-3% -$167K 4.2% 3
2016
Q4 		$4.98M Sell
48,056
-3,812
-7% -$375K 4.28% 3
2016
Q3 		$5.06M Sell
51,868
-5,735
-10% -$536K 4.39% 3
2016
Q2 		$5.03M Sell
57,603
-255
-0.4% -$21.6K 4.1% 4
2016
Q1 		$4.6M Buy
57,858
+890
+2% +$68.8K 3.71% 3
2015
Q4 		$4.45M Sell
56,968
-4,590
-7% -$394K 3.79% 3
2015
Q3 		$5.44M Buy
61,558
+30,093
+96% +$2.75M 4.63% 3
2015
Q2 		$3M Buy
31,465
+16,059
+104% +$1.67M 2.31% 14
2015
Q1 		$1.67M Buy
15,406
+255
+2% +$29.9K 1.27% 38
2014
Q4 		$1.8M Sell
15,151
-2,845
-16% -$327K 1.31% 35
2014
Q3 		$1.95M Sell
17,996
-154
-0.8% -$15.9K 1.45% 32
2014
Q2 		$1.81M Sell
18,150
-340
-2% -$32.9K 1.32% 35
2014
Q1 		$1.73M Sell
18,490
-160
-0.9% -$14.2K 1.3% 35
2013
Q4 		$1.57M Buy
+18,650
New +$1.48M 1.17% 38

Other funds holding UNP

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 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
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return