Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
Search
Sign in
Sign up
WCM
Wealthcare Capital Management’s
Union Pacific
UNP
Stock Holding History
Wealthcare Capital Management’s Portfolio
UNP Stock Details
UNP Fund Activity
Bought
Maintained
Sold
Shares
Quarter
Market Value
Status
Shares
Change in
Stake
Trade Value
Portfolio Weight
Portfolio Position
2021
Q2
–
Sell
-151
Closed
-$33K
–
635
2021
Q1
$33K
Buy
+151
New
+$31.7K
﹤0.01%
179
2020
Q2
–
Sell
-24
Closed
-$3K
–
232
2020
Q1
$3K
Sell
24
-35
-59%
-$5.79K
﹤0.01%
220
2019
Q4
$11K
Buy
+59
New
+$10.1K
﹤0.01%
184
2018
Q1
–
Sell
-18
Closed
-$2K
–
232
2017
Q4
$2K
Buy
+18
New
+$2.17K
﹤0.01%
204
2015
Q2
–
Sell
-225
Closed
–
–
839
2015
Q1
$0
Buy
+225
New
+$26.4K
﹤0.01%
1013
2014
Q1
–
Sell
-20
Closed
-$2K
–
168
2013
Q4
$2K
Hold
20
–
–
﹤0.01%
111
2013
Q3
$2K
Hold
20
–
–
﹤0.01%
111
2013
Q2
$2K
Buy
+20
New
+$1.51K
﹤0.01%
116
Other funds holding UNP
Vanguard Group
Malvern, Pennsylvania
$6.9T AUM
27.45%
1-Year Est. Return
BlackRock
New York
$5.7T AUM
30.48%
1-Year Est. Return
State Street
Boston, Massachusetts
$2.9T AUM
29.55%
1-Year Est. Return
Wellington Management Group
Boston, Massachusetts
$535B AUM
26.23%
1-Year Est. Return
Bank of America
Charlotte, North Carolina
$1.37T AUM
24.88%
1-Year Est. Return
Ameriprise
Minneapolis, Minnesota
$431B AUM
30.22%
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
Fidelity Investments
Boston, Massachusetts
$1.9T AUM
41.92%
1-Year Est. Return
N
Nuveen
Charlotte, North Carolina
$369B AUM
31.66%
1-Year Est. Return
Sign up
Sign in
Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
Theme
Close