Silicon Hills Wealth Management’s Union Pacific UNP Stock Holding History

Silicon Hills 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
2023 Q2	$829K	Hold	4,050	–	–	0.47%	37
2023 Q1	$815K	Hold	4,050	–	–	0.49%	38
2022 Q4	$839K	Sell	4,050 -95	-2%	-$19.5K	0.62%	40
2022 Q3	$808K	Hold	4,145	–	–	0.64%	36
2022 Q2	$884K	Hold	4,145	–	–	0.65%	36
2022 Q1	$1.13M	Hold	4,145	–	–	0.72%	33
2021 Q4	$1.04M	Hold	4,145	–	–	0.65%	40
2021 Q3	$812K	Hold	4,145	–	–	0.56%	53
2021 Q2	$912K	Hold	4,145	–	–	0.71%	44
2021 Q1	$914K	Hold	4,145	–	–	0.83%	40
2020 Q4	$863K	Buy	4,145 +95	+2%	+$19K	0.78%	35
2020 Q3	$797K	Hold	4,050	–	–	0.82%	32
2020 Q2	$685K	Hold	4,050	–	–	0.82%	34
2020 Q1	$571K	Buy	4,050 +4,047	+134,900%	+$669K	0.76%	38
2019 Q4	$732	Buy	+3	New	+$514	0.56%	43

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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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

Silicon Hills Wealth Management's UNP Position: Q2 2023 in Review

Silicon Hills Wealth Management held its Union Pacific (UNP) position steady in Q2 2023 at 4,050 shares worth $829K. The position accounts for 0.47% of the portfolio, ranked #37.

Silicon Hills Wealth Management first reported a position in UNP in Q4 2019 and has held it in 15 quarters since. The position peaked at $1.13M in Q1 2022. 2,413 funds tracked by Wall St. Rank hold UNP as of Q2 2023.

Silicon Hills Wealth Management held 4,050 shares of Union Pacific worth $829K as of Q2 2023.
Silicon Hills Wealth Management left its Union Pacific share count unchanged in Q2 2023.
Union Pacific made up 0.47% of Silicon Hills Wealth Management's portfolio in Q2 2023, its #37 holding.
Silicon Hills Wealth Management first reported a position in Union Pacific in Q4 2019 and has held it in 15 quarters since.
Silicon Hills Wealth Management's Union Pacific position peaked at $1.13M in Q1 2022.
2,413 funds tracked by Wall St. Rank held Union Pacific as of Q2 2023.

Based on Silicon Hills Wealth Management's 13F filing for Q2 2023, filed 14 Aug 2023.