MLFP
UNP icon

MPS Loria Financial Planners’s Union Pacific UNP Stock Holding History

MPS Loria Financial Planners’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
Q2 		– Sell
-162
Closed -$35K – 537
2021
Q1 		$35K Hold
162
– – 0.02% 193
2020
Q4 		$33K Buy
162
+53
+49% +$10.6K 0.01% 193
2020
Q3 		$21K Buy
109
+1
+0.9% +$186 0.01% 197
2020
Q2 		$18K Buy
+108
New +$17.3K 0.01% 208
2017
Q3 		– Sell
-102
Closed -$11K – 317
2017
Q2 		$11K Buy
+102
New +$11.1K 0.01% 291

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
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
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return

MPS Loria Financial Planners's UNP Position: Q2 2021 in Review

MPS Loria Financial Planners sold out of Union Pacific (UNP) in Q2 2021, closing a stake of 162 shares — an estimated $35K sold.

MPS Loria Financial Planners first reported a position in UNP in Q2 2017 and held it in 5 quarters. The position peaked at $35K in Q1 2021. 2,193 funds tracked by Wall St. Rank hold UNP as of Q2 2021.

  • MPS Loria Financial Planners reported no remaining Union Pacific position as of Q2 2021 after selling out during the quarter.
  • MPS Loria Financial Planners sold 162 Union Pacific shares in Q2 2021, an estimated $35K.
  • MPS Loria Financial Planners first reported a position in Union Pacific in Q2 2017 and held it in 5 quarters.
  • MPS Loria Financial Planners's Union Pacific position peaked at $35K in Q1 2021.
  • 2,193 funds tracked by Wall St. Rank held Union Pacific as of Q2 2021.

Based on MPS Loria Financial Planners's 13F filing for Q2 2021, filed 20 Jul 2021.