Selective Wealth Management’s Union Pacific UNP Stock Holding History

Selective Wealth Management’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	-3,680	Closed	-$717K	–	683
2022 Q3	$717K	Hold	3,680	–	–	0.31%	46
2022 Q2	$785K	Hold	3,680	–	–	0.28%	54
2022 Q1	$1M	Sell	3,680 -285	-7%	-$72K	0.36%	38
2021 Q4	$999K	Hold	3,965	–	–	0.41%	35
2021 Q3	$777K	Buy	3,965 +285	+8%	+$61.5K	0.41%	34
2021 Q2	$809K	Hold	3,680	–	–	0.64%	27
2021 Q1	$811K	Hold	3,680	–	–	0.74%	26
2020 Q4	$766K	Hold	3,680	–	–	0.49%	29
2020 Q3	$724K	Sell	3,680 -37	-1%	-$6.88K	0.57%	26
2020 Q2	$629K	Buy	3,717 +3,560	+2,268%	+$571K	0.52%	27
2020 Q1	$22K	Hold	157	–	–	0.03%	99
2019 Q4	$28K	Hold	157	–	–	0.03%	99
2019 Q3	$25K	Buy	+157	New	+$26.4K	0.03%	109

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

Selective Wealth Management's UNP Position: Q4 2022 in Review

Selective Wealth Management sold out of Union Pacific (UNP) in Q4 2022, closing a stake of 3,680 shares — an estimated $717K sold.

Selective Wealth Management first reported a position in UNP in Q3 2019 and held it in 13 quarters. The position peaked at $1M in Q1 2022. 2,419 funds tracked by Wall St. Rank hold UNP as of Q4 2022.

Selective Wealth Management reported no remaining Union Pacific position as of Q4 2022 after selling out during the quarter.
Selective Wealth Management sold 3,680 Union Pacific shares in Q4 2022, an estimated $717K.
Selective Wealth Management first reported a position in Union Pacific in Q3 2019 and held it in 13 quarters.
Selective Wealth Management's Union Pacific position peaked at $1M in Q1 2022.
2,419 funds tracked by Wall St. Rank held Union Pacific as of Q4 2022.

Based on Selective Wealth Management's 13F filing for Q4 2022, filed 23 Jan 2023.