SWP
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ShoreHaven Wealth Partners’s Union Pacific UNP Stock Holding History

ShoreHaven Wealth 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
2021
Q2 		– Sell
-112
Closed -$25K – 240
2021
Q1 		$25K Buy
+112
New +$23.5K 0.01% 162

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Wellington Management Group
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Bank of America
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Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return

ShoreHaven Wealth Partners's UNP Position: Q2 2021 in Review

ShoreHaven Wealth Partners sold out of Union Pacific (UNP) in Q2 2021, closing a stake of 112 shares — an estimated $25K sold.

ShoreHaven Wealth Partners first reported a position in UNP in Q1 2021 and held it in 1 quarter. The position peaked at $25K in Q1 2021. 2,195 funds tracked by Wall St. Rank hold UNP as of Q2 2021.

  • ShoreHaven Wealth Partners reported no remaining Union Pacific position as of Q2 2021 after selling out during the quarter.
  • ShoreHaven Wealth Partners sold 112 Union Pacific shares in Q2 2021, an estimated $25K.
  • ShoreHaven Wealth Partners first reported a position in Union Pacific in Q1 2021 and held it in 1 quarter.
  • ShoreHaven Wealth Partners's Union Pacific position peaked at $25K in Q1 2021.
  • 2,195 funds tracked by Wall St. Rank held Union Pacific as of Q2 2021.

Based on ShoreHaven Wealth Partners's 13F filing for Q2 2021, filed 16 Aug 2021.