MinichMacGregor Wealth Management’s Union Pacific UNP Stock Holding History

MinichMacGregor Wealth 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
2023 Q1	–	Sell	-386	Closed	-$79.9K	–	612
2022 Q4	$79.9K	Buy	+386	New	+$79.2K	0.03%	137
2019 Q1	–	Sell	-4,875	Closed	-$565K	–	110
2018 Q4	$565K	Buy	4,875 +4,775	+4,775%	+$707K	0.39%	62
2018 Q3	$16K	Hold	100	–	–	0.01%	254
2018 Q2	$14K	Hold	100	–	–	0.01%	265
2018 Q1	$13K	Hold	100	–	–	0.01%	273
2017 Q4	$13K	Hold	100	–	–	0.01%	267
2017 Q3	$11K	Hold	100	–	–	0.01%	275
2017 Q2	$10K	Hold	100	–	–	0.01%	276
2017 Q1	$10K	Buy	+100	New	+$10.7K	0.01%	277

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

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

Capital International Investors Los Angeles, California $427B AUM 29.17% 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

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

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

MinichMacGregor Wealth Management's UNP Position: Q1 2023 in Review

MinichMacGregor Wealth Management sold out of Union Pacific (UNP) in Q1 2023, closing a stake of 386 shares — an estimated $79.9K sold.

MinichMacGregor Wealth Management first reported a position in UNP in Q1 2017 and held it in 9 quarters. The position peaked at $565K in Q4 2018. 2,374 funds tracked by Wall St. Rank hold UNP as of Q1 2023.

MinichMacGregor Wealth Management reported no remaining Union Pacific position as of Q1 2023 after selling out during the quarter.
MinichMacGregor Wealth Management sold 386 Union Pacific shares in Q1 2023, an estimated $79.9K.
MinichMacGregor Wealth Management first reported a position in Union Pacific in Q1 2017 and held it in 9 quarters.
MinichMacGregor Wealth Management's Union Pacific position peaked at $565K in Q4 2018.
2,374 funds tracked by Wall St. Rank held Union Pacific as of Q1 2023.

Based on MinichMacGregor Wealth Management's 13F filing for Q1 2023, filed 19 Apr 2023.