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Strait & Sound Wealth Management’s Union Pacific UNP Stock Holding History

Strait & Sound Wealth 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
2023
Q1 		– Sell
-974
Closed -$209K – 114
2022
Q4 		$209K Buy
+974
New +$200K 0.23% 105

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
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Strait & Sound Wealth Management's UNP Position: Q1 2023 in Review

Strait & Sound Wealth Management sold out of Union Pacific (UNP) in Q1 2023, closing a stake of 974 shares — an estimated $209K sold.

Strait & Sound Wealth Management first reported a position in UNP in Q4 2022 and held it in 1 quarter. The position peaked at $209K in Q4 2022. 2,375 funds tracked by Wall St. Rank hold UNP as of Q1 2023.

  • Strait & Sound Wealth Management reported no remaining Union Pacific position as of Q1 2023 after selling out during the quarter.
  • Strait & Sound Wealth Management sold 974 Union Pacific shares in Q1 2023, an estimated $209K.
  • Strait & Sound Wealth Management first reported a position in Union Pacific in Q4 2022 and held it in 1 quarter.
  • Strait & Sound Wealth Management's Union Pacific position peaked at $209K in Q4 2022.
  • 2,375 funds tracked by Wall St. Rank held Union Pacific as of Q1 2023.

Based on Strait & Sound Wealth Management's 13F filing for Q1 2023, filed 30 Aug 2023.