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Tru Independence Asset Management 2’s Union Pacific UNP Stock Holding History

Tru Independence Asset Management 2’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
2021
Q1 		– Sell
-309
Closed -$64K – 394
2020
Q4 		$64K Buy
+309
New +$61.7K 0.05% 157

Other funds holding UNP

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Tru Independence Asset Management 2's UNP Position: Q1 2021 in Review

Tru Independence Asset Management 2 sold out of Union Pacific (UNP) in Q1 2021, closing a stake of 309 shares — an estimated $64K sold.

Tru Independence Asset Management 2 first reported a position in UNP in Q4 2020 and held it in 1 quarter. The position peaked at $64K in Q4 2020. 2,196 funds tracked by Wall St. Rank hold UNP as of Q1 2021.

  • Tru Independence Asset Management 2 reported no remaining Union Pacific position as of Q1 2021 after selling out during the quarter.
  • Tru Independence Asset Management 2 sold 309 Union Pacific shares in Q1 2021, an estimated $64K.
  • Tru Independence Asset Management 2 first reported a position in Union Pacific in Q4 2020 and held it in 1 quarter.
  • Tru Independence Asset Management 2's Union Pacific position peaked at $64K in Q4 2020.
  • 2,196 funds tracked by Wall St. Rank held Union Pacific as of Q1 2021.

Based on Tru Independence Asset Management 2's 13F filing for Q1 2021, filed 19 May 2021.