Minot Wealth Management’s Union Pacific UNP Stock Holding History

Minot 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
2022 Q2	$1.48M	Sell	6,937 -17	-0.2%	-$3.87K	0.38%	59
2022 Q1	$1.9M	Buy	6,954 +16	+0.2%	+$4.04K	0.41%	56
2021 Q4	$1.75M	Buy	6,938 +91	+1%	+$21.6K	0.34%	66
2021 Q3	$1.34M	Buy	6,847 +137	+2%	+$29.6K	0.29%	75
2021 Q2	$1.47M	Buy	6,710 +293	+5%	+$65.2K	0.32%	74
2021 Q1	$1.41M	Buy	6,417 +752	+13%	+$158K	0.36%	73
2020 Q4	$1.18M	Buy	5,665 +1,290	+29%	+$258K	0.35%	71
2020 Q3	$861K	Buy	4,375 +980	+29%	+$182K	0.32%	77
2020 Q2	$574K	Sell	3,395 -361	-10%	-$57.9K	0.29%	79
2020 Q1	$530K	Sell	3,756 -496	-12%	-$82K	0.38%	70
2019 Q4	$769K	Buy	+4,252	New	+$728K	0.35%	73

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

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

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

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

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

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

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

Minot Wealth Management's UNP Position: Q2 2022 in Review

Minot Wealth Management reduced its Union Pacific (UNP) stake by 0.24% in Q2 2022, selling an estimated $3.87K and leaving 6,937 shares worth $1.48M. The position accounts for 0.38% of the portfolio, ranked #59.

Minot Wealth Management first reported a position in UNP in Q4 2019 and has held it in 11 quarters since. The position peaked at $1.9M in Q1 2022. 2,359 funds tracked by Wall St. Rank hold UNP as of Q2 2022.

Minot Wealth Management held 6,937 shares of Union Pacific worth $1.48M as of Q2 2022.
Minot Wealth Management sold 17 Union Pacific shares in Q2 2022, an estimated $3.87K.
Union Pacific made up 0.38% of Minot Wealth Management's portfolio in Q2 2022, its #59 holding.
Minot Wealth Management first reported a position in Union Pacific in Q4 2019 and has held it in 11 quarters since.
Minot Wealth Management's Union Pacific position peaked at $1.9M in Q1 2022.
2,359 funds tracked by Wall St. Rank held Union Pacific as of Q2 2022.

Based on Minot Wealth Management's 13F filing for Q2 2022, filed 12 Jul 2022.