ViaWealth’s Union Pacific UNP Stock Holding History

ViaWealth’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	–	Sell	-1,719	Closed	-$352K	–	164
2023 Q2	$352K	Buy	1,719 +203	+13%	+$40.4K	0.26%	122
2023 Q1	$305K	Buy	+1,516	New	+$307K	0.24%	124

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

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

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

ViaWealth's UNP Position: Q3 2023 in Review

ViaWealth sold out of Union Pacific (UNP) in Q3 2023, closing a stake of 1,719 shares — an estimated $352K sold.

ViaWealth first reported a position in UNP in Q1 2023 and held it in 2 quarters. The position peaked at $352K in Q2 2023. 2,398 funds tracked by Wall St. Rank hold UNP as of Q3 2023.

ViaWealth reported no remaining Union Pacific position as of Q3 2023 after selling out during the quarter.
ViaWealth sold 1,719 Union Pacific shares in Q3 2023, an estimated $352K.
ViaWealth first reported a position in Union Pacific in Q1 2023 and held it in 2 quarters.
ViaWealth's Union Pacific position peaked at $352K in Q2 2023.
2,398 funds tracked by Wall St. Rank held Union Pacific as of Q3 2023.

Based on ViaWealth's 13F filing for Q3 2023, filed 13 Nov 2023.