Nelson Capital Management’s Union Pacific UNP Stock Holding History

Nelson Capital 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
2020 Q4	–	Sell	-1,391	Closed	-$274K	–	102
2020 Q3	$274K	Hold	1,391	–	–	0.05%	88
2020 Q2	$235K	Buy	+1,391	New	+$223K	0.05%	85
2020 Q1	–	Sell	-1,367	Closed	-$247K	–	102
2019 Q4	$247K	Buy	1,367 +900	+193%	+$154K	0.05%	91
2019 Q3	$76K	Hold	467	–	–	0.02%	124
2019 Q2	$79K	Sell	467 -50	-10%	-$8.57K	0.02%	125
2019 Q1	$86K	Buy	517 +6	+1%	+$966	0.02%	108
2018 Q4	$71K	Sell	511 -74	-13%	-$11K	0.02%	116
2018 Q3	$95K	Hold	585	–	–	0.02%	105
2018 Q2	$83K	Buy	585 +150	+34%	+$20.9K	0.02%	109
2018 Q1	$58K	Sell	435 -16	-4%	-$2.15K	0.02%	126
2017 Q4	$60K	Buy	+451	New	+$54.4K	0.02%	123
2017 Q3	–	Sell	-326	Closed	-$36K	–	277
2017 Q2	$36K	Sell	326 -22	-6%	-$2.4K	0.01%	143
2017 Q1	$37K	Hold	348	–	–	0.01%	145
2016 Q4	$36K	Hold	348	–	–	0.01%	137
2016 Q3	$34K	Sell	348 -293	-46%	-$27.4K	0.01%	140
2016 Q2	$56K	Buy	641 +293	+84%	+$24.8K	0.02%	105
2016 Q1	$28K	Buy	+348	New	+$26.9K	0.01%	138
2015 Q4	–	Sell	-348	Closed	-$31K	–	271
2015 Q3	$31K	Hold	348	–	–	0.01%	131
2015 Q2	$33K	Hold	348	–	–	0.01%	147
2015 Q1	$38K	Hold	348	–	–	0.01%	133
2014 Q4	$41K	Sell	348 -54	-13%	-$6.2K	0.02%	132
2014 Q3	$44K	Hold	402	–	–	0.02%	129
2014 Q2	$40K	Hold	402	–	–	0.02%	131
2014 Q1	$38K	Hold	402	–	–	0.02%	125
2013 Q4	$34K	Hold	402	–	–	0.02%	125
2013 Q3	$31K	Hold	402	–	–	0.01%	126
2013 Q2	$31K	Buy	+402	New	+$30.3K	0.02%	121

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

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

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

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

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

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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

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

Nelson Capital Management's UNP Position: Q4 2020 in Review

Nelson Capital Management sold out of Union Pacific (UNP) in Q4 2020, closing a stake of 1,391 shares — an estimated $274K sold.

Nelson Capital Management first reported a position in UNP in Q2 2013 and held it in 27 quarters. The position peaked at $274K in Q3 2020. 2,142 funds tracked by Wall St. Rank hold UNP as of Q4 2020.

Nelson Capital Management reported no remaining Union Pacific position as of Q4 2020 after selling out during the quarter.
Nelson Capital Management sold 1,391 Union Pacific shares in Q4 2020, an estimated $274K.
Nelson Capital Management first reported a position in Union Pacific in Q2 2013 and held it in 27 quarters.
Nelson Capital Management's Union Pacific position peaked at $274K in Q3 2020.
2,142 funds tracked by Wall St. Rank held Union Pacific as of Q4 2020.

Based on Nelson Capital Management's 13F filing for Q4 2020, filed 17 Feb 2021.