PWP
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Personal Wealth Partners’s Union Pacific UNP Stock Holding History

Personal Wealth Partners’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
2021
Q3 		– Sell
-42
Closed -$9K – 376
2021
Q2 		$9K Buy
+42
New +$9.35K ﹤0.01% 280
2020
Q1 		– Sell
-27
Closed -$5K – 580
2019
Q4 		$5K Hold
27
– – ﹤0.01% 279
2019
Q3 		$4K Buy
+27
New +$4.54K ﹤0.01% 297

Other funds holding UNP

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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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Personal Wealth Partners's UNP Position: Q3 2021 in Review

Personal Wealth Partners sold out of Union Pacific (UNP) in Q3 2021, closing a stake of 42 shares — an estimated $9K sold.

Personal Wealth Partners first reported a position in UNP in Q3 2019 and held it in 3 quarters. The position peaked at $9K in Q2 2021. 2,167 funds tracked by Wall St. Rank hold UNP as of Q3 2021.

  • Personal Wealth Partners reported no remaining Union Pacific position as of Q3 2021 after selling out during the quarter.
  • Personal Wealth Partners sold 42 Union Pacific shares in Q3 2021, an estimated $9K.
  • Personal Wealth Partners first reported a position in Union Pacific in Q3 2019 and held it in 3 quarters.
  • Personal Wealth Partners's Union Pacific position peaked at $9K in Q2 2021.
  • 2,167 funds tracked by Wall St. Rank held Union Pacific as of Q3 2021.

Based on Personal Wealth Partners's 13F filing for Q3 2021, filed 20 Oct 2021.