Stelac Advisory Services’s Union Pacific UNP Stock Holding History

Stelac Advisory 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
2023 Q3	–	Sell	-835	Closed	-$171K	–	158
2023 Q2	$171K	Sell	835 -54	-6%	-$10.7K	0.08%	131
2023 Q1	$179K	Sell	889 -1,796	-67%	-$364K	0.08%	128
2022 Q4	$556K	Buy	2,685 +102	+4%	+$20.9K	0.25%	64
2022 Q3	$503K	Hold	2,583	–	–	0.23%	70
2022 Q2	$551K	Buy	2,583 +1,738	+206%	+$395K	0.22%	69
2022 Q1	$231K	Sell	845 -308	-27%	-$77.8K	0.08%	91
2021 Q4	$290K	Sell	1,153 -152	-12%	-$36K	0.08%	132
2021 Q3	$256K	Buy	1,305 +37	+3%	+$7.99K	0.07%	173
2021 Q2	$279K	Buy	1,268 +407	+47%	+$90.6K	0.06%	182
2021 Q1	$190K	Sell	861 -3	-0.3%	-$630	0.07%	154
2020 Q4	$180K	Hold	864	–	–	0.05%	187
2020 Q3	$170K	Buy	+864	New	+$161K	0.06%	148

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

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

Stelac Advisory Services's UNP Position: Q3 2023 in Review

Stelac Advisory Services sold out of Union Pacific (UNP) in Q3 2023, closing a stake of 835 shares — an estimated $171K sold.

Stelac Advisory Services first reported a position in UNP in Q3 2020 and held it in 12 quarters. The position peaked at $556K in Q4 2022. 2,397 funds tracked by Wall St. Rank hold UNP as of Q3 2023.

Stelac Advisory Services reported no remaining Union Pacific position as of Q3 2023 after selling out during the quarter.
Stelac Advisory Services sold 835 Union Pacific shares in Q3 2023, an estimated $171K.
Stelac Advisory Services first reported a position in Union Pacific in Q3 2020 and held it in 12 quarters.
Stelac Advisory Services's Union Pacific position peaked at $556K in Q4 2022.
2,397 funds tracked by Wall St. Rank held Union Pacific as of Q3 2023.

Based on Stelac Advisory Services's 13F filing for Q3 2023, filed 13 Nov 2023.