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Point View Wealth Management’s Union Pacific UNP Stock Holding History

Point View 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
2020
Q4 		– Sell
-2,372
Closed -$467K – 277
2020
Q3 		$467K Hold
2,372
– – 0.22% 141
2020
Q2 		$401K Hold
2,372
– – 0.19% 159
2020
Q1 		$335K Hold
2,372
– – 0.18% 166
2019
Q4 		$429K Sell
2,372
-18
-0.8% -$3.08K 0.18% 166
2019
Q3 		$387K Sell
2,390
-287
-11% -$48.3K 0.18% 167
2019
Q2 		$453K Sell
2,677
-102
-4% -$17.5K 0.19% 154
2019
Q1 		$465K Buy
2,779
+102
+4% +$16.4K 0.21% 149
2018
Q4 		$370K Hold
2,677
– – 0.19% 157
2018
Q3 		$436K Sell
2,677
-7
-0.3% -$1.05K 0.19% 155
2018
Q2 		$380K Sell
2,684
-51
-2% -$7.11K 0.18% 163
2018
Q1 		$368K Hold
2,735
– – 0.18% 163
2017
Q4 		$367K Hold
2,735
– – 0.17% 160
2017
Q3 		$318K Sell
2,735
-48
-2% -$5.15K 0.15% 177
2017
Q2 		$303K Sell
2,783
-21
-0.7% -$2.29K 0.15% 183
2017
Q1 		$297K Buy
2,804
+48
+2% +$5.12K 0.15% 179
2016
Q4 		$286K Sell
2,756
-346
-11% -$34K 0.16% 172
2016
Q3 		$303K Hold
3,102
– – 0.18% 165
2016
Q2 		$271K Buy
3,102
+34
+1% +$2.88K 0.16% 176
2016
Q1 		$244K Buy
3,068
+387
+14% +$29.9K 0.16% 181
2015
Q4 		$210K Buy
+2,681
New +$230K 0.15% 183
2015
Q1 		– Sell
-1,690
Closed -$201K – 197
2014
Q4 		$201K Buy
+1,690
New +$194K 0.15% 172

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
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
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 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

Point View Wealth Management's UNP Position: Q4 2020 in Review

Point View Wealth Management sold out of Union Pacific (UNP) in Q4 2020, closing a stake of 2,372 shares — an estimated $467K sold.

Point View Wealth Management first reported a position in UNP in Q4 2014 and held it in 21 quarters. The position peaked at $467K in Q3 2020. 2,142 funds tracked by Wall St. Rank hold UNP as of Q4 2020.

  • Point View Wealth Management reported no remaining Union Pacific position as of Q4 2020 after selling out during the quarter.
  • Point View Wealth Management sold 2,372 Union Pacific shares in Q4 2020, an estimated $467K.
  • Point View Wealth Management first reported a position in Union Pacific in Q4 2014 and held it in 21 quarters.
  • Point View Wealth Management's Union Pacific position peaked at $467K in Q3 2020.
  • 2,142 funds tracked by Wall St. Rank held Union Pacific as of Q4 2020.

Based on Point View Wealth Management's 13F filing for Q4 2020, filed 8 Feb 2021.