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Tillar-Wenstrup Advisors’s Union Pacific UNP Stock Holding History

Tillar-Wenstrup 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
Q1 		– Sell
-3,142
Closed -$651K – 27
2022
Q4 		$651K Hold
3,142
– – 0.31% 34
2022
Q3 		$612K Hold
3,142
– – 0.31% 35
2022
Q2 		$670K Hold
3,142
– – 0.34% 38
2022
Q1 		$858K Hold
3,142
– – 0.41% 29
2021
Q4 		$792K Buy
+3,142
New +$744K 0.37% 27

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

Tillar-Wenstrup Advisors's UNP Position: Q1 2023 in Review

Tillar-Wenstrup Advisors sold out of Union Pacific (UNP) in Q1 2023, closing a stake of 3,142 shares — an estimated $651K sold.

Tillar-Wenstrup Advisors first reported a position in UNP in Q4 2021 and held it in 5 quarters. The position peaked at $858K in Q1 2022. 2,374 funds tracked by Wall St. Rank hold UNP as of Q1 2023.

  • Tillar-Wenstrup Advisors reported no remaining Union Pacific position as of Q1 2023 after selling out during the quarter.
  • Tillar-Wenstrup Advisors sold 3,142 Union Pacific shares in Q1 2023, an estimated $651K.
  • Tillar-Wenstrup Advisors first reported a position in Union Pacific in Q4 2021 and held it in 5 quarters.
  • Tillar-Wenstrup Advisors's Union Pacific position peaked at $858K in Q1 2022.
  • 2,374 funds tracked by Wall St. Rank held Union Pacific as of Q1 2023.

Based on Tillar-Wenstrup Advisors's 13F filing for Q1 2023.