US Financial Advisors’s Union Pacific UNP Stock Holding History

US Financial 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
2021 Q2	–	Sell	-5,337	Closed	-$1.18M	–	123
2021 Q1	$1.18M	Buy	+5,337	New	+$1.12M	0.33%	53
2016 Q2	–	Sell	-7	Closed	-$1K	–	375
2016 Q1	$1K	Sell	7 -38	-84%	-$2.94K	﹤0.01%	430
2015 Q4	$4K	Hold	45	–	–	﹤0.01%	406
2015 Q3	$4K	Hold	45	–	–	0.01%	337
2015 Q2	$4K	Buy	45 +7	+18%	+$730	﹤0.01%	313
2015 Q1	$4K	Hold	38	–	–	﹤0.01%	336
2014 Q4	$5K	Buy	+38	New	+$4.36K	﹤0.01%	294

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

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

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

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

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

Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return

US Financial Advisors's UNP Position: Q2 2021 in Review

US Financial Advisors sold out of Union Pacific (UNP) in Q2 2021, closing a stake of 5,337 shares — an estimated $1.18M sold.

US Financial Advisors first reported a position in UNP in Q4 2014 and held it in 7 quarters. The position peaked at $1.18M in Q1 2021. 2,193 funds tracked by Wall St. Rank hold UNP as of Q2 2021.

US Financial Advisors reported no remaining Union Pacific position as of Q2 2021 after selling out during the quarter.
US Financial Advisors sold 5,337 Union Pacific shares in Q2 2021, an estimated $1.18M.
US Financial Advisors first reported a position in Union Pacific in Q4 2014 and held it in 7 quarters.
US Financial Advisors's Union Pacific position peaked at $1.18M in Q1 2021.
2,193 funds tracked by Wall St. Rank held Union Pacific as of Q2 2021.

Based on US Financial Advisors's 13F filing for Q2 2021, filed 10 Aug 2021.