My Personal CFO LLC’s Union Pacific UNP Stock Holding History

My Personal CFO LLC’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	-40	Closed	-$8.28K	–	780
2022 Q4	$8.28K	Buy	+40	New	+$8.2K	0.01%	290

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

My Personal CFO LLC's UNP Position: Q1 2023 in Review

My Personal CFO LLC sold out of Union Pacific (UNP) in Q1 2023, closing a stake of 40 shares — an estimated $8.28K sold.

My Personal CFO LLC first reported a position in UNP in Q4 2022 and held it in 1 quarter. The position peaked at $8.28K in Q4 2022. 2,375 funds tracked by Wall St. Rank hold UNP as of Q1 2023.

My Personal CFO LLC reported no remaining Union Pacific position as of Q1 2023 after selling out during the quarter.
My Personal CFO LLC sold 40 Union Pacific shares in Q1 2023, an estimated $8.28K.
My Personal CFO LLC first reported a position in Union Pacific in Q4 2022 and held it in 1 quarter.
My Personal CFO LLC's Union Pacific position peaked at $8.28K in Q4 2022.
2,375 funds tracked by Wall St. Rank held Union Pacific as of Q1 2023.

Based on My Personal CFO LLC's 13F filing for Q1 2023, filed 21 Apr 2023.