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Tiedemann Advisors’s Union Pacific UNP Stock Holding History

Tiedemann Advisors’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 		$1.08M Buy
5,317
+1,095
+26% +$238K 0.05% 115
2023
Q2 		$864K Buy
4,222
+170
+4% +$33.8K 0.04% 123
2023
Q1 		$816K Buy
4,052
+23
+0.6% +$4.66K 0.04% 125
2022
Q4 		$834K Buy
4,029
+30
+0.8% +$6.15K 0.04% 129
2022
Q3 		$779K Sell
3,999
-208
-5% -$46K 0.05% 125
2022
Q2 		$898K Sell
4,207
-83
-2% -$18.9K 0.07% 119
2022
Q1 		$1.17M Buy
4,290
+104
+2% +$26.3K 0.06% 136
2021
Q4 		$1.05M Hold
4,186
– – 0.05% 139
2021
Q3 		$821K Sell
4,186
-3,154
-43% -$681K 0.04% 152
2021
Q2 		$1.61M Buy
7,340
+63
+0.9% +$14K 0.06% 127
2021
Q1 		$1.6M Sell
7,277
-1,114
-13% -$234K 0.07% 119
2020
Q4 		$1.75M Buy
8,391
+4,236
+102% +$846K 0.08% 110
2020
Q3 		$817K Sell
4,155
-329
-7% -$61.1K 0.04% 191
2020
Q2 		$757K Buy
4,484
+65
+1% +$10.4K 0.04% 183
2020
Q1 		$623K Sell
4,419
-2,670
-38% -$441K 0.04% 186
2019
Q4 		$1.28M Sell
7,089
-6,657
-48% -$1.14M 0.06% 146
2019
Q3 		$2.23M Buy
13,746
+10,479
+321% +$1.76M 0.11% 116
2019
Q2 		$552K Sell
3,267
-13,478
-80% -$2.31M 0.03% 194
2019
Q1 		$2.8M Sell
16,745
-257
-2% -$41.4K 0.13% 108
2018
Q4 		$2.35M Buy
17,002
+12,352
+266% +$1.83M 0.12% 117
2018
Q3 		$757K Hold
4,650
– – 0.04% 194
2018
Q2 		$659K Sell
4,650
-926
-17% -$129K 0.04% 207
2018
Q1 		$749K Buy
5,576
+72
+1% +$9.69K 0.05% 166
2017
Q4 		$738K Sell
5,504
-2,615
-32% -$315K 0.06% 133
2017
Q3 		$900K Sell
8,119
-730
-8% -$78.3K 0.08% 157
2017
Q2 		$964K Buy
8,849
+1,632
+23% +$178K 0.07% 221
2017
Q1 		$764K Buy
7,217
+3,386
+88% +$361K 0.06% 214
2016
Q4 		$397K Buy
3,831
+1,451
+61% +$143K 0.04% 238
2016
Q3 		$219K Sell
2,380
-452
-16% -$42.3K 0.05% 120
2016
Q2 		$247K Hold
2,832
– – 0.24% 51
2016
Q1 		$225K Hold
2,832
– – 0.18% 51
2015
Q4 		$221K Buy
+2,832
New +$243K 0.09% 54

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Tiedemann Advisors's UNP Position: Q3 2023 in Review

Tiedemann Advisors increased its Union Pacific (UNP) stake by 26% in Q3 2023, buying an estimated $238K and bringing the position to 5,317 shares worth $1.08M. The position accounts for 0.05% of the portfolio, ranked #115.

Tiedemann Advisors first reported a position in UNP in Q4 2015 and has held it in 32 quarters since. The position peaked at $2.8M in Q1 2019. 2,397 funds tracked by Wall St. Rank hold UNP as of Q3 2023.

  • Tiedemann Advisors held 5,317 shares of Union Pacific worth $1.08M as of Q3 2023.
  • Tiedemann Advisors bought 1,095 Union Pacific shares in Q3 2023, an estimated $238K.
  • Union Pacific made up 0.05% of Tiedemann Advisors's portfolio in Q3 2023, its #115 holding.
  • Tiedemann Advisors first reported a position in Union Pacific in Q4 2015 and has held it in 32 quarters since.
  • Tiedemann Advisors's Union Pacific position peaked at $2.8M in Q1 2019.
  • 2,397 funds tracked by Wall St. Rank held Union Pacific as of Q3 2023.

Based on Tiedemann Advisors's 13F filing for Q3 2023, filed 14 Nov 2023.