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MKD Wealth Coaches’s Union Pacific UNP Stock Holding History

MKD Wealth Coaches’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 		$215K Buy
+854
New +$202K 0.29% 25
2019
Q3 		– Sell
-1,124
Closed -$30K – 191
2019
Q2 		$30K Buy
1,124
+951
+550% +$163K 0.03% 113
2019
Q1 		$29K Buy
+173
New +$27.8K 0.03% 109

Other funds holding UNP

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

MKD Wealth Coaches's UNP Position: Q4 2021 in Review

MKD Wealth Coaches opened a new position in Union Pacific (UNP) in Q4 2021: 854 shares worth $215K. The stake represents 0.29% of the portfolio and ranks #25 among its holdings. This is a return to the name: MKD Wealth Coaches previously reported a position in UNP as recently as Q2 2019.

MKD Wealth Coaches first reported a position in UNP in Q1 2019 and has held it in 3 quarters since. 2,400 funds tracked by Wall St. Rank hold UNP as of Q4 2021.

  • MKD Wealth Coaches held 854 shares of Union Pacific worth $215K as of Q4 2021.
  • Union Pacific was a new MKD Wealth Coaches position in Q4 2021.
  • Union Pacific made up 0.29% of MKD Wealth Coaches's portfolio in Q4 2021, its #25 holding.
  • MKD Wealth Coaches first reported a position in Union Pacific in Q1 2019 and has held it in 3 quarters since.
  • 2,400 funds tracked by Wall St. Rank held Union Pacific as of Q4 2021.

Based on MKD Wealth Coaches's 13F filing for Q4 2021, filed 24 Jan 2022.