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Paulson Wealth Management’s Union Pacific UNP Stock Holding History

Paulson 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
2019
Q4 		– Sell
-1,410
Closed -$228K – 113
2019
Q3 		$228K Sell
1,410
-77
-5% -$12.9K 0.17% 94
2019
Q2 		$258K Sell
1,487
-233
-14% -$39.9K 0.19% 89
2019
Q1 		$288K Buy
1,720
+149
+9% +$24K 0.22% 93
2018
Q4 		$244K Buy
+1,571
New +$233K 0.2% 99
2018
Q1 		– Sell
-90
Closed -$12K – 504
2017
Q4 		$12K Buy
+90
New +$10.9K 0.01% 344

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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Paulson Wealth Management's UNP Position: Q4 2019 in Review

Paulson Wealth Management sold out of Union Pacific (UNP) in Q4 2019, closing a stake of 1,410 shares — an estimated $228K sold.

Paulson Wealth Management first reported a position in UNP in Q4 2017 and held it in 5 quarters. The position peaked at $288K in Q1 2019. 2,001 funds tracked by Wall St. Rank hold UNP as of Q4 2019.

  • Paulson Wealth Management reported no remaining Union Pacific position as of Q4 2019 after selling out during the quarter.
  • Paulson Wealth Management sold 1,410 Union Pacific shares in Q4 2019, an estimated $228K.
  • Paulson Wealth Management first reported a position in Union Pacific in Q4 2017 and held it in 5 quarters.
  • Paulson Wealth Management's Union Pacific position peaked at $288K in Q1 2019.
  • 2,001 funds tracked by Wall St. Rank held Union Pacific as of Q4 2019.

Based on Paulson Wealth Management's 13F filing for Q4 2019, filed 21 Jan 2020.