Strategic Wealth Investment Group’s Union Pacific UNP Stock Holding History

Strategic Wealth Investment 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
2023 Q3	–	Sell	-1,116	Closed	-$228K	–	112
2023 Q2	$228K	Buy	1,116 +33	+3%	+$6.56K	0.04%	111
2023 Q1	$218K	Sell	1,083 -159	-13%	-$32.2K	0.04%	122
2022 Q4	$260K	Buy	1,242 +95	+8%	+$19.5K	0.06%	101
2022 Q3	$224K	Buy	1,147 +120	+12%	+$26.6K	0.06%	99
2022 Q2	$219K	Buy	1,027 +47	+5%	+$10.7K	0.05%	123
2022 Q1	$268K	Buy	980 +40	+4%	+$10.1K	0.06%	85
2021 Q4	$237K	Buy	+940	New	+$223K	0.06%	76
2021 Q3	–	Sell	-922	Closed	-$203K	–	94
2021 Q2	$203K	Sell	922 -63	-6%	-$14K	0.07%	80
2021 Q1	$217K	Buy	+985	New	+$207K	0.1%	70

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

Strategic Wealth Investment Group's UNP Position: Q3 2023 in Review

Strategic Wealth Investment Group sold out of Union Pacific (UNP) in Q3 2023, closing a stake of 1,116 shares — an estimated $228K sold.

Strategic Wealth Investment Group first reported a position in UNP in Q1 2021 and held it in 9 quarters. The position peaked at $268K in Q1 2022. 2,398 funds tracked by Wall St. Rank hold UNP as of Q3 2023.

Strategic Wealth Investment Group reported no remaining Union Pacific position as of Q3 2023 after selling out during the quarter.
Strategic Wealth Investment Group sold 1,116 Union Pacific shares in Q3 2023, an estimated $228K.
Strategic Wealth Investment Group first reported a position in Union Pacific in Q1 2021 and held it in 9 quarters.
Strategic Wealth Investment Group's Union Pacific position peaked at $268K in Q1 2022.
2,398 funds tracked by Wall St. Rank held Union Pacific as of Q3 2023.

Based on Strategic Wealth Investment Group's 13F filing for Q3 2023, filed 3 Nov 2023.