Mount Capital’s Union Pacific UNP Stock Holding History

Mount Capital’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	-10,739	Closed	-$2.22M	–	49
2022 Q4	$2.22M	Buy	+10,739	New	+$2.2M	0.86%	26

Other funds holding UNP

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

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

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Mount Capital's UNP Position: Q1 2023 in Review

Mount Capital sold out of Union Pacific (UNP) in Q1 2023, closing a stake of 10,739 shares — an estimated $2.22M sold.

Mount Capital first reported a position in UNP in Q4 2022 and held it in 1 quarter. The position peaked at $2.22M in Q4 2022. 2,375 funds tracked by Wall St. Rank hold UNP as of Q1 2023.

Mount Capital reported no remaining Union Pacific position as of Q1 2023 after selling out during the quarter.
Mount Capital sold 10,739 Union Pacific shares in Q1 2023, an estimated $2.22M.
Mount Capital first reported a position in Union Pacific in Q4 2022 and held it in 1 quarter.
Mount Capital's Union Pacific position peaked at $2.22M in Q4 2022.
2,375 funds tracked by Wall St. Rank held Union Pacific as of Q1 2023.

Based on Mount Capital's 13F filing for Q1 2023, filed 12 May 2023.