WC Walker & Associates’s Union Pacific UNP Stock Holding History

WC Walker & Associates’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 Q4	$2.64M	Buy	13,809 +115	+0.8%	+$23.6K	1.4%	25
2022 Q3	$2.68M	Buy	13,694 +106	+0.8%	+$23.5K	1.52%	21
2022 Q2	$2.84M	Sell	13,588 -132	-1%	-$30K	1.67%	17
2022 Q1	$3.36M	Buy	13,720 +132	+1%	+$33.3K	1.74%	16
2021 Q4	$3.35M	Buy	13,588 +221	+2%	+$52.3K	1.65%	19
2021 Q3	$2.62M	Buy	13,367 +275	+2%	+$59.4K	1.4%	24
2021 Q2	$2.94M	Buy	13,092 +485	+4%	+$108K	1.54%	22
2021 Q1	$2.79M	Buy	12,607 +83	+0.7%	+$17.4K	1.58%	21
2020 Q4	$2.62M	Buy	+12,524	New	+$2.5M	1.51%	22

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 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

WC Walker & Associates's UNP Position: Q4 2022 in Review

WC Walker & Associates increased its Union Pacific (UNP) stake by 0.84% in Q4 2022, buying an estimated $23.6K and bringing the position to 13,809 shares worth $2.64M. The position accounts for 1.4% of the portfolio, ranked #25.

WC Walker & Associates first reported a position in UNP in Q4 2020 and has held it in 9 quarters since. The position peaked at $3.36M in Q1 2022. 2,419 funds tracked by Wall St. Rank hold UNP as of Q4 2022.

WC Walker & Associates held 13,809 shares of Union Pacific worth $2.64M as of Q4 2022.
WC Walker & Associates bought 115 Union Pacific shares in Q4 2022, an estimated $23.6K.
Union Pacific made up 1.4% of WC Walker & Associates's portfolio in Q4 2022, its #25 holding.
WC Walker & Associates first reported a position in Union Pacific in Q4 2020 and has held it in 9 quarters since.
WC Walker & Associates's Union Pacific position peaked at $3.36M in Q1 2022.
2,419 funds tracked by Wall St. Rank held Union Pacific as of Q4 2022.

Based on WC Walker & Associates's 13F filing for Q4 2022, filed 23 Feb 2023.