Schneider Downs Wealth Management Advisors’s Union Pacific UNP Stock Holding History

Schneider Downs Wealth Management Advisors’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	-1,839	Closed	-$358K	–	153
2022 Q3	$358K	Sell	1,839 -739	-29%	-$164K	0.1%	82
2022 Q2	$550K	Sell	2,578 -9	-0.3%	-$2.05K	0.15%	67
2022 Q1	$707K	Buy	2,587 +16	+0.6%	+$4.04K	0.18%	60
2021 Q4	$648K	Sell	2,571 -9	-0.3%	-$2.13K	0.15%	73
2021 Q3	$506K	Buy	2,580 +572	+28%	+$124K	0.13%	77
2021 Q2	$442K	Sell	2,008 -35	-2%	-$7.79K	0.11%	78
2021 Q1	$450K	Buy	+2,043	New	+$429K	0.11%	74

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

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Schneider Downs Wealth Management Advisors's UNP Position: Q4 2022 in Review

Schneider Downs Wealth Management Advisors sold out of Union Pacific (UNP) in Q4 2022, closing a stake of 1,839 shares — an estimated $358K sold.

Schneider Downs Wealth Management Advisors first reported a position in UNP in Q1 2021 and held it in 7 quarters. The position peaked at $707K in Q1 2022. 2,420 funds tracked by Wall St. Rank hold UNP as of Q4 2022.

Schneider Downs Wealth Management Advisors reported no remaining Union Pacific position as of Q4 2022 after selling out during the quarter.
Schneider Downs Wealth Management Advisors sold 1,839 Union Pacific shares in Q4 2022, an estimated $358K.
Schneider Downs Wealth Management Advisors first reported a position in Union Pacific in Q1 2021 and held it in 7 quarters.
Schneider Downs Wealth Management Advisors's Union Pacific position peaked at $707K in Q1 2022.
2,420 funds tracked by Wall St. Rank held Union Pacific as of Q4 2022.

Based on Schneider Downs Wealth Management Advisors's 13F filing for Q4 2022, filed 1 Feb 2023.