Safeguard Financial’s Union Pacific UNP Stock Holding History

Safeguard Financial’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
2023 Q3	–	Sell	-72	Closed	-$14K	–	521
2023 Q2	$14K	Buy	+72	New	+$14.3K	0.01%	299

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

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

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

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

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

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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Safeguard Financial's UNP Position: Q3 2023 in Review

Safeguard Financial sold out of Union Pacific (UNP) in Q3 2023, closing a stake of 72 shares — an estimated $14K sold.

Safeguard Financial first reported a position in UNP in Q2 2023 and held it in 1 quarter. The position peaked at $14K in Q2 2023. 2,397 funds tracked by Wall St. Rank hold UNP as of Q3 2023.

Safeguard Financial reported no remaining Union Pacific position as of Q3 2023 after selling out during the quarter.
Safeguard Financial sold 72 Union Pacific shares in Q3 2023, an estimated $14K.
Safeguard Financial first reported a position in Union Pacific in Q2 2023 and held it in 1 quarter.
Safeguard Financial's Union Pacific position peaked at $14K in Q2 2023.
2,397 funds tracked by Wall St. Rank held Union Pacific as of Q3 2023.

Based on Safeguard Financial's 13F filing for Q3 2023, filed 30 Oct 2023.