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TD Ameritrade Investment Management’s Union Pacific UNP Stock Holding History

TD Ameritrade Investment 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
Q2 		– Sell
-606
Closed -$122K – 607
2023
Q1 		$122K Sell
606
-194
-24% -$39.3K ﹤0.01% 204
2022
Q4 		$166K Sell
800
-322
-29% -$66K ﹤0.01% 204
2022
Q3 		$219K Sell
1,122
-203
-15% -$44.9K ﹤0.01% 202
2022
Q2 		$283K Sell
1,325
-382
-22% -$86.9K ﹤0.01% 200
2022
Q1 		$466K Buy
1,707
+1,676
+5,406% +$423K ﹤0.01% 190
2021
Q4 		$8K Sell
31
-2,129
-99% -$504K ﹤0.01% 502
2021
Q3 		$425K Buy
2,160
+2,153
+30,757% +$465K ﹤0.01% 165
2021
Q2 		$2K Sell
7
-1,718
-100% -$383K ﹤0.01% 606
2021
Q1 		$359K Hold
1,725
– – ﹤0.01% 178
2020
Q4 		$359K Sell
1,725
-435
-20% -$86.9K ﹤0.01% 178
2020
Q3 		$425K Sell
2,160
-162
-7% -$30.1K ﹤0.01% 165
2020
Q2 		$393K Sell
2,322
-292
-11% -$46.8K ﹤0.01% 174
2020
Q1 		$369K Sell
2,614
-267
-9% -$44.1K ﹤0.01% 172
2019
Q4 		$521K Sell
2,881
-2,996
-51% -$513K ﹤0.01% 167
2019
Q3 		$952K Buy
5,877
+1,031
+21% +$173K 0.01% 127
2019
Q2 		$820K Buy
4,846
+748
+18% +$128K 0.01% 124
2019
Q1 		$685K Buy
4,098
+1,551
+61% +$250K 0.01% 125
2018
Q4 		$352K Buy
2,547
+1,093
+75% +$162K ﹤0.01% 129
2018
Q3 		$237K Buy
1,454
+1,285
+760% +$193K ﹤0.01% 133
2018
Q2 		$24K Buy
+169
New +$23.6K ﹤0.01% 180

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
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

TD Ameritrade Investment Management's UNP Position: Q2 2023 in Review

TD Ameritrade Investment Management sold out of Union Pacific (UNP) in Q2 2023, closing a stake of 606 shares — an estimated $122K sold.

TD Ameritrade Investment Management first reported a position in UNP in Q2 2018 and held it in 20 quarters. The position peaked at $952K in Q3 2019. 2,413 funds tracked by Wall St. Rank hold UNP as of Q2 2023.

  • TD Ameritrade Investment Management reported no remaining Union Pacific position as of Q2 2023 after selling out during the quarter.
  • TD Ameritrade Investment Management sold 606 Union Pacific shares in Q2 2023, an estimated $122K.
  • TD Ameritrade Investment Management first reported a position in Union Pacific in Q2 2018 and held it in 20 quarters.
  • TD Ameritrade Investment Management's Union Pacific position peaked at $952K in Q3 2019.
  • 2,413 funds tracked by Wall St. Rank held Union Pacific as of Q2 2023.

Based on TD Ameritrade Investment Management's 13F filing for Q2 2023, filed 10 Aug 2023.