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Nadler Financial Group’s Union Pacific UNP Stock Holding History

Nadler Financial Group’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 		– Sell
-842
Closed -$230K – 122
2022
Q1 		$230K Hold
842
– – 0.04% 107
2021
Q4 		$212K Buy
+842
New +$199K 0.03% 125
2019
Q3 		– Sell
-1,203
Closed -$203K – 88
2019
Q2 		$203K Sell
1,203
-699
-37% -$120K 0.06% 81
2019
Q1 		$318K Hold
1,902
– – 0.1% 64
2018
Q4 		$263K Buy
1,902
+3
+0.2% +$444 0.09% 68
2018
Q3 		$309K Buy
1,899
+1
+0.1% +$151 0.08% 64
2018
Q2 		$269K Buy
1,898
+1
+0.1% +$139 0.08% 73
2018
Q1 		$255K Hold
1,897
– – 0.08% 69
2017
Q4 		$254K Buy
1,897
+3
+0.2% +$362 0.08% 71
2017
Q3 		$220K Buy
1,894
+1
+0.1% +$107 0.07% 71
2017
Q2 		$206K Sell
1,893
-248
-12% -$27K 0.07% 74
2017
Q1 		$227K Hold
2,141
– – 0.08% 72
2016
Q4 		$222K Buy
2,141
+2
+0.1% +$197 0.08% 75
2016
Q3 		$209K Buy
+2,139
New +$200K 0.08% 77
2015
Q3 		– Sell
-2,131
Closed -$203K – 86
2015
Q2 		$203K Sell
2,131
-200
-9% -$20.9K 0.1% 80
2015
Q1 		$252K Buy
2,331
+2
+0.1% +$235 0.12% 69
2014
Q4 		$277K Sell
2,329
-22
-0.9% -$2.53K 0.14% 59
2014
Q3 		$255K Buy
2,351
+251
+12% +$26K 0.15% 60
2014
Q2 		$209K Buy
+2,100
New +$203K 0.13% 64
2014
Q1 		– Sell
-2,438
Closed -$205K – 83
2013
Q4 		$205K Buy
+2,438
New +$193K 0.13% 78

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
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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return

Nadler Financial Group's UNP Position: Q2 2022 in Review

Nadler Financial Group sold out of Union Pacific (UNP) in Q2 2022, closing a stake of 842 shares — an estimated $230K sold.

Nadler Financial Group first reported a position in UNP in Q4 2013 and held it in 20 quarters. The position peaked at $318K in Q1 2019. 2,359 funds tracked by Wall St. Rank hold UNP as of Q2 2022.

  • Nadler Financial Group reported no remaining Union Pacific position as of Q2 2022 after selling out during the quarter.
  • Nadler Financial Group sold 842 Union Pacific shares in Q2 2022, an estimated $230K.
  • Nadler Financial Group first reported a position in Union Pacific in Q4 2013 and held it in 20 quarters.
  • Nadler Financial Group's Union Pacific position peaked at $318K in Q1 2019.
  • 2,359 funds tracked by Wall St. Rank held Union Pacific as of Q2 2022.

Based on Nadler Financial Group's 13F filing for Q2 2022, filed 20 Jul 2022.