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Wealthspire Advisors (Maryland)’s Union Pacific UNP Stock Holding History

Wealthspire Advisors (Maryland)’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
2020
Q3 		$1.73M Sell
8,810
-2,831
-24% -$526K 0.06% 143
2020
Q2 		$1.97M Sell
11,641
-1,288
-10% -$206K 0.14% 96
2020
Q1 		$1.82M Sell
12,929
-170
-1% -$28.1K 0.16% 91
2019
Q4 		$2.37M Sell
13,099
-652
-5% -$112K 0.16% 88
2019
Q3 		$2.23M Sell
13,751
-1,152
-8% -$194K 0.16% 88
2019
Q2 		$2.52M Sell
14,903
-712
-5% -$122K 0.19% 79
2019
Q1 		$2.61M Sell
15,615
-95
-0.6% -$15.3K 0.2% 77
2018
Q4 		$2.17M Buy
15,710
+251
+2% +$37.2K 0.19% 74
2018
Q3 		$2.52M Buy
15,459
+55
+0.4% +$8.28K 0.21% 68
2018
Q2 		$2.18M Sell
15,404
-120
-0.8% -$16.7K 0.2% 71
2018
Q1 		$2.09M Sell
15,524
-364
-2% -$49K 0.2% 77
2017
Q4 		$2.13M Buy
15,888
+1,455
+10% +$175K 0.21% 77
2017
Q3 		$1.67M Buy
14,433
+547
+4% +$58.7K 0.18% 86
2017
Q2 		$1.51M Buy
13,886
+307
+2% +$33.5K 0.18% 89
2017
Q1 		$1.44M Buy
13,579
+1,549
+13% +$165K 0.2% 76
2016
Q4 		$1.25M Buy
12,030
+3,513
+41% +$345K 0.19% 85
2016
Q3 		$831K Buy
8,517
+6
+0.1% +$561 0.13% 115
2016
Q2 		$743K Buy
8,511
+1,009
+13% +$85.3K 0.12% 125
2016
Q1 		$597K Sell
7,502
-70
-0.9% -$5.41K 0.11% 135
2015
Q4 		$592K Buy
+7,572
New +$650K 0.11% 132

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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Wealthspire Advisors (Maryland)'s UNP Position: Q3 2020 in Review

Wealthspire Advisors (Maryland) reduced its Union Pacific (UNP) stake by 24% in Q3 2020, selling an estimated $526K and leaving 8,810 shares worth $1.73M. The position accounts for 0.06% of the portfolio, ranked #143.

Wealthspire Advisors (Maryland) first reported a position in UNP in Q4 2015 and has held it in 20 quarters since. The position peaked at $2.61M in Q1 2019. 2,012 funds tracked by Wall St. Rank hold UNP as of Q3 2020.

  • Wealthspire Advisors (Maryland) held 8,810 shares of Union Pacific worth $1.73M as of Q3 2020.
  • Wealthspire Advisors (Maryland) sold 2,831 Union Pacific shares in Q3 2020, an estimated $526K.
  • Union Pacific made up 0.06% of Wealthspire Advisors (Maryland)'s portfolio in Q3 2020, its #143 holding.
  • Wealthspire Advisors (Maryland) first reported a position in Union Pacific in Q4 2015 and has held it in 20 quarters since.
  • Wealthspire Advisors (Maryland)'s Union Pacific position peaked at $2.61M in Q1 2019.
  • 2,012 funds tracked by Wall St. Rank held Union Pacific as of Q3 2020.

Based on Wealthspire Advisors (Maryland)'s 13F filing for Q3 2020, filed 13 Nov 2020.