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S.C. Financial Services’s Union Pacific UNP Stock Holding History

S.C. Financial Services’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 		$226K Buy
1,092
+36
+3% +$7.38K 0.35% 101
2022
Q3 		$206K Buy
1,056
+44
+4% +$9.74K 0.33% 105
2022
Q2 		$216K Buy
1,012
+5
+0.5% +$1.14K 0.33% 105
2022
Q1 		$275K Hold
1,007
– – 0.35% 89
2021
Q4 		$249K Buy
+1,007
New +$239K 0.29% 103

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

S.C. Financial Services's UNP Position: Q4 2022 in Review

S.C. Financial Services increased its Union Pacific (UNP) stake by 3.4% in Q4 2022, buying an estimated $7.38K and bringing the position to 1,092 shares worth $226K. The position accounts for 0.35% of the portfolio, ranked #101.

S.C. Financial Services first reported a position in UNP in Q4 2021 and has held it in 5 quarters since. The position peaked at $275K in Q1 2022. 2,419 funds tracked by Wall St. Rank hold UNP as of Q4 2022.

  • S.C. Financial Services held 1,092 shares of Union Pacific worth $226K as of Q4 2022.
  • S.C. Financial Services bought 36 Union Pacific shares in Q4 2022, an estimated $7.38K.
  • Union Pacific made up 0.35% of S.C. Financial Services's portfolio in Q4 2022, its #101 holding.
  • S.C. Financial Services first reported a position in Union Pacific in Q4 2021 and has held it in 5 quarters since.
  • S.C. Financial Services's Union Pacific position peaked at $275K in Q1 2022.
  • 2,419 funds tracked by Wall St. Rank held Union Pacific as of Q4 2022.

Based on S.C. Financial Services's 13F filing for Q4 2022, filed 20 Jan 2023.