Torch Wealth Management’s Union Pacific UNP Stock Holding History

Torch 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
2019 Q4	$847K	Buy	4,690 +20	+0.4%	+$3.42K	0.47%	62
2019 Q3	$756K	Sell	4,670 -25	-0.5%	-$4.2K	0.45%	61
2019 Q2	$794K	Hold	4,695	–	–	0.48%	61
2019 Q1	$785K	Hold	4,695	–	–	0.49%	59
2018 Q4	$649K	Hold	4,695	–	–	0.47%	59
2018 Q3	$764K	Buy	4,695 +200	+4%	+$30.1K	0.46%	62
2018 Q2	$637K	Buy	4,495 +100	+2%	+$13.9K	0.4%	66
2018 Q1	$591K	Hold	4,395	–	–	0.38%	67
2017 Q4	$589K	Sell	4,395 -480	-10%	-$57.9K	0.36%	69
2017 Q3	$565K	Hold	4,875	–	–	0.37%	65
2017 Q2	$531K	Hold	4,875	–	–	0.37%	64
2017 Q1	$516K	Hold	4,875	–	–	0.34%	66
2016 Q4	$505K	Sell	4,875 -400	-8%	-$39.3K	0.36%	65
2016 Q3	$514K	Hold	5,275	–	–	0.37%	62
2016 Q2	$460K	Hold	5,275	–	–	0.34%	69
2016 Q1	$420K	Hold	5,275	–	–	0.32%	67
2015 Q4	$413K	Buy	+5,275	New	+$453K	0.3%	71
2015 Q1	–	Sell	-1,750	Closed	-$208K	–	93
2014 Q4	$208K	Sell	1,750 -200	-10%	-$23K	0.16%	86
2014 Q3	$211K	Hold	1,950	–	–	0.15%	93
2014 Q2	$195K	Hold	1,950	–	–	0.13%	96
2014 Q1	$183K	Buy	1,950 +150	+8%	+$13.3K	0.13%	94
2013 Q4	$151K	Buy	+1,800	New	+$143K	0.12%	96

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Torch Wealth Management's UNP Position: Q4 2019 in Review

Torch Wealth Management increased its Union Pacific (UNP) stake by 0.43% in Q4 2019, buying an estimated $3.42K and bringing the position to 4,690 shares worth $847K. The position accounts for 0.47% of the portfolio, ranked #62.

Torch Wealth Management first reported a position in UNP in Q4 2013 and has held it in 22 quarters since. 2,002 funds tracked by Wall St. Rank hold UNP as of Q4 2019.

Torch Wealth Management held 4,690 shares of Union Pacific worth $847K as of Q4 2019.
Torch Wealth Management bought 20 Union Pacific shares in Q4 2019, an estimated $3.42K.
Union Pacific made up 0.47% of Torch Wealth Management's portfolio in Q4 2019, its #62 holding.
Torch Wealth Management first reported a position in Union Pacific in Q4 2013 and has held it in 22 quarters since.
2,002 funds tracked by Wall St. Rank held Union Pacific as of Q4 2019.

Based on Torch Wealth Management's 13F filing for Q4 2019, filed 25 Feb 2020.