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Stonebridge Financial Planning Group’s Union Pacific UNP Stock Holding History

Stonebridge Financial Planning 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
2022
Q1 		– Sell
-231
Closed -$57K – 349
2021
Q4 		$57K Hold
231
– – 0.03% 209
2021
Q3 		$55K Hold
231
– – 0.03% 215
2021
Q2 		$51K Hold
231
– – 0.03% 213
2021
Q1 		$52K Hold
231
– – 0.03% 209
2020
Q4 		$48K Hold
231
– – 0.03% 201
2020
Q3 		$49K Hold
231
– – 0.04% 192
2020
Q2 		$39K Buy
231
+1
+0.4% +$160 0.03% 199
2020
Q1 		$34K Buy
230
+2
+0.9% +$331 0.03% 199
2019
Q4 		$41K Buy
+228
New +$39K 0.04% 181

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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Stonebridge Financial Planning Group's UNP Position: Q1 2022 in Review

Stonebridge Financial Planning Group sold out of Union Pacific (UNP) in Q1 2022, closing a stake of 231 shares — an estimated $57K sold.

Stonebridge Financial Planning Group first reported a position in UNP in Q4 2019 and held it in 9 quarters. The position peaked at $57K in Q4 2021. 2,482 funds tracked by Wall St. Rank hold UNP as of Q1 2022.

  • Stonebridge Financial Planning Group reported no remaining Union Pacific position as of Q1 2022 after selling out during the quarter.
  • Stonebridge Financial Planning Group sold 231 Union Pacific shares in Q1 2022, an estimated $57K.
  • Stonebridge Financial Planning Group first reported a position in Union Pacific in Q4 2019 and held it in 9 quarters.
  • Stonebridge Financial Planning Group's Union Pacific position peaked at $57K in Q4 2021.
  • 2,482 funds tracked by Wall St. Rank held Union Pacific as of Q1 2022.

Based on Stonebridge Financial Planning Group's 13F filing for Q1 2022, filed 10 May 2022.