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Planning Solutions Group’s Union Pacific UNP Stock Holding History

Planning Solutions Group’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
Q2 		$587K Hold
3,473
– – 0.3% 65
2019
Q1 		$581K Hold
3,473
– – 0.31% 66
2018
Q4 		$480K Buy
+3,473
New +$515K 0.29% 69

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Planning Solutions Group's UNP Position: Q2 2019 in Review

Planning Solutions Group held its Union Pacific (UNP) position steady in Q2 2019 at 3,473 shares worth $587K. The position accounts for 0.3% of the portfolio, ranked #65.

Planning Solutions Group first reported a position in UNP in Q4 2018 and has held it in 3 quarters since. 1,851 funds tracked by Wall St. Rank hold UNP as of Q2 2019.

  • Planning Solutions Group held 3,473 shares of Union Pacific worth $587K as of Q2 2019.
  • Planning Solutions Group left its Union Pacific share count unchanged in Q2 2019.
  • Union Pacific made up 0.3% of Planning Solutions Group's portfolio in Q2 2019, its #65 holding.
  • Planning Solutions Group first reported a position in Union Pacific in Q4 2018 and has held it in 3 quarters since.
  • 1,851 funds tracked by Wall St. Rank held Union Pacific as of Q2 2019.

Based on Planning Solutions Group's 13F filing for Q2 2019, filed 15 Aug 2019.