Polar Capital’s Union Pacific UNP Stock Holding History

Polar Capital’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
2018 Q4	–	Sell	-306,115	Closed	-$49.8M	–	288
2018 Q3	$49.8M	Sell	306,115 -241,557	-44%	-$36.4M	0.42%	76
2018 Q2	$77.6K	Sell	547,672 -64,544	-11%	-$9M	0.47%	37
2018 Q1	$82.3M	Sell	612,216 -97,261	-14%	-$13.1M	0.83%	24
2017 Q4	$95.1M	Buy	709,477 +22,412	+3%	+$2.7M	0.98%	21
2017 Q3	$79.7M	Buy	687,065 +29,822	+5%	+$3.2M	0.9%	26
2017 Q2	$71.6M	Buy	657,243 +85,314	+15%	+$9.3M	0.96%	26
2017 Q1	$60.6M	Sell	571,929 -7,197	-1%	-$768K	0.91%	28
2016 Q4	$60M	Buy	579,126 +43,503	+8%	+$4.28M	0.96%	23
2016 Q3	$52.2M	Sell	535,623 -26,212	-5%	-$2.45M	0.9%	30
2016 Q2	$49M	Sell	561,835 -41,169	-7%	-$3.48M	0.93%	30
2016 Q1	$48M	Buy	+603,004	New	+$46.6M	0.9%	34

Other funds holding UNP

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

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

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

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

Polar Capital's UNP Position: Q4 2018 in Review

Polar Capital sold out of Union Pacific (UNP) in Q4 2018, closing a stake of 306,115 shares — an estimated $49.8M sold.

Polar Capital first reported a position in UNP in Q1 2016 and held it in 11 quarters. The position peaked at $95.1M in Q4 2017. 1,775 funds tracked by Wall St. Rank hold UNP as of Q4 2018.

Polar Capital reported no remaining Union Pacific position as of Q4 2018 after selling out during the quarter.
Polar Capital sold 306,115 Union Pacific shares in Q4 2018, an estimated $49.8M.
Polar Capital first reported a position in Union Pacific in Q1 2016 and held it in 11 quarters.
Polar Capital's Union Pacific position peaked at $95.1M in Q4 2017.
1,775 funds tracked by Wall St. Rank held Union Pacific as of Q4 2018.

Based on Polar Capital's 13F filing for Q4 2018, filed 14 Feb 2019.