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Nauset Wealth Management’s Union Pacific UNP Stock Holding History

Nauset Wealth Management’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
Q1 		$63K Buy
+229
New +$57.8K 0.05% 106

Other funds holding UNP

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Nauset Wealth Management's UNP Position: Q1 2022 in Review

Nauset Wealth Management opened a new position in Union Pacific (UNP) in Q1 2022: 229 shares worth $63K. The stake represents 0.05% of the portfolio and ranks #106 among its holdings.

2,481 funds tracked by Wall St. Rank hold UNP as of Q1 2022.

  • Nauset Wealth Management held 229 shares of Union Pacific worth $63K as of Q1 2022.
  • Union Pacific was a new Nauset Wealth Management position in Q1 2022.
  • Union Pacific made up 0.05% of Nauset Wealth Management's portfolio in Q1 2022, its #106 holding.
  • 2,481 funds tracked by Wall St. Rank held Union Pacific as of Q1 2022.

Based on Nauset Wealth Management's 13F filing for Q1 2022, filed 28 Apr 2022.