MilWealth Group’s Union Pacific UNP Stock Holding History

MilWealth Group’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
2021 Q4	–	Sell	-72	Closed	-$14.1K	–	180
2021 Q3	$14.1K	Buy	+72	New	+$15.5K	0.01%	70

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

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

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

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

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

Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

MilWealth Group's UNP Position: Q4 2021 in Review

MilWealth Group sold out of Union Pacific (UNP) in Q4 2021, closing a stake of 72 shares — an estimated $14.1K sold.

MilWealth Group first reported a position in UNP in Q3 2021 and held it in 1 quarter. The position peaked at $14.1K in Q3 2021. 2,400 funds tracked by Wall St. Rank hold UNP as of Q4 2021.

MilWealth Group reported no remaining Union Pacific position as of Q4 2021 after selling out during the quarter.
MilWealth Group sold 72 Union Pacific shares in Q4 2021, an estimated $14.1K.
MilWealth Group first reported a position in Union Pacific in Q3 2021 and held it in 1 quarter.
MilWealth Group's Union Pacific position peaked at $14.1K in Q3 2021.
2,400 funds tracked by Wall St. Rank held Union Pacific as of Q4 2021.

Based on MilWealth Group's 13F filing for Q4 2021, filed 9 May 2023.