Personal Capital Advisors’s Union Pacific UNP Stock Holding History

Personal Capital 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
2022 Q4	$882K	Sell	4,259 -34	-0.8%	-$6.97K	﹤0.01%	246
2022 Q3	$836K	Buy	4,293 +33	+0.8%	+$7.3K	﹤0.01%	244
2022 Q2	$909K	Sell	4,260 -280	-6%	-$63.7K	﹤0.01%	237
2022 Q1	$1.24M	Sell	4,540 -924	-17%	-$233K	0.01%	236
2021 Q4	$1.35M	Buy	5,464 +661	+14%	+$157K	0.01%	252
2021 Q3	$941K	Buy	4,803 +501	+12%	+$108K	﹤0.01%	255
2021 Q2	$946K	Sell	4,302 -118	-3%	-$26.3K	﹤0.01%	255
2021 Q1	$974K	Buy	4,420 +263	+6%	+$55.2K	0.01%	256
2020 Q4	$866K	Buy	4,157 +1,168	+39%	+$233K	0.01%	258
2020 Q3	$589K	Buy	2,989 +316	+12%	+$58.7K	﹤0.01%	271
2020 Q2	$452K	Sell	2,673 -286	-10%	-$45.8K	﹤0.01%	261
2020 Q1	$414K	Sell	2,959 -571	-16%	-$94.4K	﹤0.01%	264
2019 Q4	$638K	Buy	3,530 +556	+19%	+$95.2K	0.01%	247
2019 Q3	$481K	Buy	2,974 +451	+18%	+$75.8K	﹤0.01%	252
2019 Q2	$427K	Buy	2,523 +105	+4%	+$18K	﹤0.01%	250
2019 Q1	$404K	Sell	2,418 -65	-3%	-$10.5K	﹤0.01%	246
2018 Q4	$343K	Buy	2,483 +861	+53%	+$128K	﹤0.01%	252
2018 Q3	$264K	Sell	1,622 -15	-0.9%	-$2.26K	﹤0.01%	261
2018 Q2	$232K	Buy	+1,637	New	+$228K	﹤0.01%	261

Other funds holding UNP

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

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

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Massachusetts Financial Services

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

JP Morgan Chase

JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return

Wellington Management Group

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return