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W.H. Cornerstone Investments’s Union Pacific UNP Stock Holding History

W.H. Cornerstone Investments’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
Q1 		– Sell
-1,352
Closed -$288K – 137
2022
Q4 		$288K Buy
+1,352
New +$277K 0.27% 87

Other funds holding UNP

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

W.H. Cornerstone Investments's UNP Position: Q1 2023 in Review

W.H. Cornerstone Investments sold out of Union Pacific (UNP) in Q1 2023, closing a stake of 1,352 shares — an estimated $288K sold.

W.H. Cornerstone Investments first reported a position in UNP in Q4 2022 and held it in 1 quarter. The position peaked at $288K in Q4 2022. 2,375 funds tracked by Wall St. Rank hold UNP as of Q1 2023.

  • W.H. Cornerstone Investments reported no remaining Union Pacific position as of Q1 2023 after selling out during the quarter.
  • W.H. Cornerstone Investments sold 1,352 Union Pacific shares in Q1 2023, an estimated $288K.
  • W.H. Cornerstone Investments first reported a position in Union Pacific in Q4 2022 and held it in 1 quarter.
  • W.H. Cornerstone Investments's Union Pacific position peaked at $288K in Q4 2022.
  • 2,375 funds tracked by Wall St. Rank held Union Pacific as of Q1 2023.

Based on W.H. Cornerstone Investments's 13F filing for Q1 2023, filed 17 Apr 2023.