Wagner Wealth Management (South Carolina)’s Union Pacific UNP Stock Holding History

Wagner Wealth Management (South Carolina)’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
2022 Q3	–	Sell	-10	Closed	-$2K	–	774
2022 Q2	$2K	Buy	+10	New	+$2.27K	﹤0.01%	638
2021 Q3	–	Sell	-67	Closed	-$15K	–	716
2021 Q2	$15K	Buy	67 +45	+205%	+$10K	0.01%	435
2021 Q1	$5K	Buy	+22	New	+$4.62K	﹤0.01%	549
2018 Q3	$120K	Buy	734 +134	+22%	+$20.2K	0.08%	177
2018 Q2	$85K	Hold	600	–	–	0.06%	190
2018 Q1	$81K	Hold	600	–	–	0.06%	184
2017 Q4	$84K	Buy	+600	New	+$72.4K	0.06%	182

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

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

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

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

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

Wagner Wealth Management (South Carolina)'s UNP Position: Q3 2022 in Review

Wagner Wealth Management (South Carolina) sold out of Union Pacific (UNP) in Q3 2022, closing a stake of 10 shares — an estimated $2K sold.

Wagner Wealth Management (South Carolina) first reported a position in UNP in Q4 2017 and held it in 7 quarters. The position peaked at $120K in Q3 2018. 2,324 funds tracked by Wall St. Rank hold UNP as of Q3 2022.

Wagner Wealth Management (South Carolina) reported no remaining Union Pacific position as of Q3 2022 after selling out during the quarter.
Wagner Wealth Management (South Carolina) sold 10 Union Pacific shares in Q3 2022, an estimated $2K.
Wagner Wealth Management (South Carolina) first reported a position in Union Pacific in Q4 2017 and held it in 7 quarters.
Wagner Wealth Management (South Carolina)'s Union Pacific position peaked at $120K in Q3 2018.
2,324 funds tracked by Wall St. Rank held Union Pacific as of Q3 2022.

Based on Wagner Wealth Management (South Carolina)'s 13F filing for Q3 2022, filed 14 Nov 2022.