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Squar Milner Financial Services’s Union Pacific UNP Stock Holding History

Squar Milner Financial Services’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
Q2 		– Sell
-120
Closed -$16K – 688
2020
Q1 		$16K Buy
120
+13
+12% +$2.15K 0.01% 504
2019
Q4 		$19K Buy
+107
New +$18.3K 0.01% 527
2019
Q3 		– Sell
-87
Closed -$15K – 684
2019
Q2 		$15K Sell
87
-77
-47% -$13.2K 0.01% 488
2019
Q1 		$27K Buy
164
+129
+369% +$20.8K 0.02% 398
2018
Q4 		$5K Hold
35
– – ﹤0.01% 576
2018
Q3 		$6K Hold
35
– – 0.01% 586
2018
Q2 		$5K Buy
+35
New +$4.88K ﹤0.01% 717

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

Squar Milner Financial Services's UNP Position: Q2 2020 in Review

Squar Milner Financial Services sold out of Union Pacific (UNP) in Q2 2020, closing a stake of 120 shares — an estimated $16K sold.

Squar Milner Financial Services first reported a position in UNP in Q2 2018 and held it in 7 quarters. The position peaked at $27K in Q1 2019. 1,941 funds tracked by Wall St. Rank hold UNP as of Q2 2020.

  • Squar Milner Financial Services reported no remaining Union Pacific position as of Q2 2020 after selling out during the quarter.
  • Squar Milner Financial Services sold 120 Union Pacific shares in Q2 2020, an estimated $16K.
  • Squar Milner Financial Services first reported a position in Union Pacific in Q2 2018 and held it in 7 quarters.
  • Squar Milner Financial Services's Union Pacific position peaked at $27K in Q1 2019.
  • 1,941 funds tracked by Wall St. Rank held Union Pacific as of Q2 2020.

Based on Squar Milner Financial Services's 13F filing for Q2 2020, filed 16 Jul 2020.