Vista Capital Partners’s Union Pacific UNP Stock Holding History

Vista Capital Partners’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	-1,220	Closed	-$250K	–	89
2023 Q2	$250K	Sell	1,220 -231	-16%	-$45.9K	0.03%	80
2023 Q1	$292K	Buy	1,451 +260	+22%	+$52.7K	0.04%	68
2022 Q4	$247K	Buy	+1,191	New	+$244K	0.04%	71
2022 Q3	–	Sell	-1,000	Closed	-$213K	–	83
2022 Q2	$213K	Sell	1,000 -89	-8%	-$20.3K	0.03%	77
2022 Q1	$298K	Hold	1,089	–	–	0.04%	65
2021 Q4	$274K	Sell	1,089 -61	-5%	-$14.4K	0.03%	76
2021 Q3	$225K	Buy	1,150 +168	+17%	+$36.3K	0.03%	69
2021 Q2	$216K	Sell	982 -57	-5%	-$12.7K	0.03%	67
2021 Q1	$229K	Sell	1,039 -215	-17%	-$45.1K	0.04%	59
2020 Q4	$261K	Sell	1,254 -94	-7%	-$18.8K	0.04%	56
2020 Q3	$265K	Buy	1,348 +44	+3%	+$8.18K	0.05%	55
2020 Q2	$220K	Buy	+1,304	New	+$209K	0.04%	58
2020 Q1	–	Sell	-1,273	Closed	-$230K	–	62
2019 Q4	$230K	Hold	1,273	–	–	0.04%	58
2019 Q3	$206K	Buy	+1,273	New	+$214K	0.04%	62

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

Vista Capital Partners's UNP Position: Q3 2023 in Review

Vista Capital Partners sold out of Union Pacific (UNP) in Q3 2023, closing a stake of 1,220 shares — an estimated $250K sold.

Vista Capital Partners first reported a position in UNP in Q3 2019 and held it in 14 quarters. The position peaked at $298K in Q1 2022. 2,397 funds tracked by Wall St. Rank hold UNP as of Q3 2023.

Vista Capital Partners reported no remaining Union Pacific position as of Q3 2023 after selling out during the quarter.
Vista Capital Partners sold 1,220 Union Pacific shares in Q3 2023, an estimated $250K.
Vista Capital Partners first reported a position in Union Pacific in Q3 2019 and held it in 14 quarters.
Vista Capital Partners's Union Pacific position peaked at $298K in Q1 2022.
2,397 funds tracked by Wall St. Rank held Union Pacific as of Q3 2023.

Based on Vista Capital Partners's 13F filing for Q3 2023, filed 26 Oct 2023.