SFSG
UNP icon

Sound Financial Strategies Group’s Union Pacific UNP Stock Holding History

Sound Financial Strategies Group’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
2020
Q4 		– Sell
-2,316
Closed -$456K – 105
2020
Q3 		$456K Sell
2,316
-35
-1% -$6.5K 0.29% 42
2020
Q2 		$397K Sell
2,351
-22
-0.9% -$3.53K 0.26% 50
2020
Q1 		$335K Sell
2,373
-4,215
-64% -$697K 0.23% 50
2019
Q4 		$1.19M Buy
+6,588
New +$1.13M 0.75% 51

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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Sound Financial Strategies Group's UNP Position: Q4 2020 in Review

Sound Financial Strategies Group sold out of Union Pacific (UNP) in Q4 2020, closing a stake of 2,316 shares — an estimated $456K sold.

Sound Financial Strategies Group first reported a position in UNP in Q4 2019 and held it in 4 quarters. The position peaked at $1.19M in Q4 2019. 2,141 funds tracked by Wall St. Rank hold UNP as of Q4 2020.

  • Sound Financial Strategies Group reported no remaining Union Pacific position as of Q4 2020 after selling out during the quarter.
  • Sound Financial Strategies Group sold 2,316 Union Pacific shares in Q4 2020, an estimated $456K.
  • Sound Financial Strategies Group first reported a position in Union Pacific in Q4 2019 and held it in 4 quarters.
  • Sound Financial Strategies Group's Union Pacific position peaked at $1.19M in Q4 2019.
  • 2,141 funds tracked by Wall St. Rank held Union Pacific as of Q4 2020.

Based on Sound Financial Strategies Group's 13F filing for Q4 2020, filed 22 Jan 2021.