One Wealth Advisors’s Union Pacific UNP Stock Holding History

One Wealth Advisors’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	-492	Closed	-$102K	–	572
2022 Q4	$102K	Buy	+492	New	+$101K	0.02%	290
2019 Q2	–	Sell	-49	Closed	-$8K	–	459
2019 Q1	$8K	Buy	+49	New	+$7.89K	0.01%	335
2018 Q4	–	Sell	-15	Closed	-$2K	–	449
2018 Q3	$2K	Buy	+15	New	+$2.26K	﹤0.01%	521

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

One Wealth Advisors's UNP Position: Q1 2023 in Review

One Wealth Advisors sold out of Union Pacific (UNP) in Q1 2023, closing a stake of 492 shares — an estimated $102K sold.

One Wealth Advisors first reported a position in UNP in Q3 2018 and held it in 3 quarters. The position peaked at $102K in Q4 2022. 2,374 funds tracked by Wall St. Rank hold UNP as of Q1 2023.

One Wealth Advisors reported no remaining Union Pacific position as of Q1 2023 after selling out during the quarter.
One Wealth Advisors sold 492 Union Pacific shares in Q1 2023, an estimated $102K.
One Wealth Advisors first reported a position in Union Pacific in Q3 2018 and held it in 3 quarters.
One Wealth Advisors's Union Pacific position peaked at $102K in Q4 2022.
2,374 funds tracked by Wall St. Rank held Union Pacific as of Q1 2023.

Based on One Wealth Advisors's 13F filing for Q1 2023, filed 15 May 2023.