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Sarah T. Connolly’s Union Pacific UNP Stock Holding History

Sarah T. Connolly’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
-1,160
Closed -$237K – 94
2023
Q2 		$237K Hold
1,160
– – 0.14% 90
2023
Q1 		$233K Sell
1,160
-30
-3% -$6.08K 0.15% 90
2022
Q4 		$246K Hold
1,190
– – 0.17% 90
2022
Q3 		$232K Sell
1,190
-140
-11% -$31K 0.17% 91
2022
Q2 		$284K Hold
1,330
– – 0.19% 86
2022
Q1 		$363K Sell
1,330
-150
-10% -$37.9K 0.21% 78
2021
Q4 		$373K Hold
1,480
– – 0.21% 78
2021
Q3 		$290K Hold
1,480
– – 0.24% 86
2021
Q2 		$325K Hold
1,480
– – 0.27% 82
2021
Q1 		$326K Hold
1,480
– – 0.29% 82
2020
Q4 		$308K Buy
+1,480
New +$296K 0.28% 81

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
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Sarah T. Connolly's UNP Position: Q3 2023 in Review

Sarah T. Connolly sold out of Union Pacific (UNP) in Q3 2023, closing a stake of 1,160 shares — an estimated $237K sold.

Sarah T. Connolly first reported a position in UNP in Q4 2020 and held it in 11 quarters. The position peaked at $373K in Q4 2021. 2,398 funds tracked by Wall St. Rank hold UNP as of Q3 2023.

  • Sarah T. Connolly reported no remaining Union Pacific position as of Q3 2023 after selling out during the quarter.
  • Sarah T. Connolly sold 1,160 Union Pacific shares in Q3 2023, an estimated $237K.
  • Sarah T. Connolly first reported a position in Union Pacific in Q4 2020 and held it in 11 quarters.
  • Sarah T. Connolly's Union Pacific position peaked at $373K in Q4 2021.
  • 2,398 funds tracked by Wall St. Rank held Union Pacific as of Q3 2023.

Based on Sarah T. Connolly's 13F filing for Q3 2023, filed 23 Oct 2023.