SRP
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Saddle Road Partners’s Union Pacific UNP Stock Holding History

Saddle Road Partners’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
2016
Q4 		$535K Buy
13,150
+7,075
+116% +$696K 0.27% 76
2016
Q3 		$592K Hold
6,075
– – 0.34% 71
2016
Q2 		$530K Hold
6,075
– – 0.32% 75
2016
Q1 		$483K Hold
6,075
– – 0.31% 87
2015
Q4 		$475K Buy
+6,075
New +$521K 0.33% 83

Other funds holding UNP

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 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
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return

Saddle Road Partners's UNP Position: Q4 2016 in Review

Saddle Road Partners increased its Union Pacific (UNP) stake by 116% in Q4 2016, buying an estimated $696K and bringing the position to 13,150 shares worth $535K. The position accounts for 0.27% of the portfolio, ranked #76.

Saddle Road Partners first reported a position in UNP in Q4 2015 and has held it in 5 quarters since. The position peaked at $592K in Q3 2016. 1,427 funds tracked by Wall St. Rank hold UNP as of Q4 2016.

  • Saddle Road Partners held 13,150 shares of Union Pacific worth $535K as of Q4 2016.
  • Saddle Road Partners bought 7,075 Union Pacific shares in Q4 2016, an estimated $696K.
  • Union Pacific made up 0.27% of Saddle Road Partners's portfolio in Q4 2016, its #76 holding.
  • Saddle Road Partners first reported a position in Union Pacific in Q4 2015 and has held it in 5 quarters since.
  • Saddle Road Partners's Union Pacific position peaked at $592K in Q3 2016.
  • 1,427 funds tracked by Wall St. Rank held Union Pacific as of Q4 2016.

Based on Saddle Road Partners's 13F filing for Q4 2016, filed 6 Jan 2017.