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Rather & Kittrell’s Union Pacific UNP Stock Holding History

Rather & Kittrell’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 		– Sell
-1,712
Closed -$333K – 63
2022
Q3 		$333K Buy
+1,712
New +$379K 0.35% 51
2022
Q1 		– Sell
-12
Closed -$3K – 286
2021
Q4 		$3K Buy
+12
New +$2.84K ﹤0.01% 280

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
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 $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Rather & Kittrell's UNP Position: Q4 2022 in Review

Rather & Kittrell sold out of Union Pacific (UNP) in Q4 2022, closing a stake of 1,712 shares — an estimated $333K sold.

Rather & Kittrell first reported a position in UNP in Q4 2021 and held it in 2 quarters. The position peaked at $333K in Q3 2022. 2,420 funds tracked by Wall St. Rank hold UNP as of Q4 2022.

  • Rather & Kittrell reported no remaining Union Pacific position as of Q4 2022 after selling out during the quarter.
  • Rather & Kittrell sold 1,712 Union Pacific shares in Q4 2022, an estimated $333K.
  • Rather & Kittrell first reported a position in Union Pacific in Q4 2021 and held it in 2 quarters.
  • Rather & Kittrell's Union Pacific position peaked at $333K in Q3 2022.
  • 2,420 funds tracked by Wall St. Rank held Union Pacific as of Q4 2022.

Based on Rather & Kittrell's 13F filing for Q4 2022, filed 9 Feb 2023.