SCM
UNP icon

Sterneck Capital Management’s Union Pacific UNP Stock Holding History

Sterneck Capital 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
2017
Q2 		– Sell
-2,252
Closed -$239K – 127
2017
Q1 		$239K Sell
2,252
-100
-4% -$10.7K 0.14% 102
2016
Q4 		$244K Hold
2,352
– – 0.16% 101
2016
Q3 		$229K Buy
+2,352
New +$220K 0.15% 106
2014
Q4 		– Sell
-2,786
Closed -$302K – 125
2014
Q3 		$302K Sell
2,786
-766
-22% -$79.3K 0.18% 91
2014
Q2 		$354K Hold
3,552
– – 0.21% 91
2014
Q1 		$333K Hold
3,552
– – 0.18% 102
2013
Q4 		$298K Sell
3,552
-800
-18% -$63.4K 0.18% 113
2013
Q3 		$338K Sell
4,352
-34
-0.8% -$2.69K 0.21% 102
2013
Q2 		$338K Buy
+4,386
New +$331K 0.21% 106

Other funds holding UNP

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 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
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
SCP
Soroban Capital Partners New York $14B AUM 21.41% 1-Year Est. Return