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WealthStone’s Union Pacific UNP Stock Holding History

WealthStone’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
2021
Q1 		$392K Buy
1,782
+205
+13% +$43K 0.14% 112
2020
Q4 		$328K Buy
1,577
+52
+3% +$10.4K 0.12% 122
2020
Q3 		$300K Sell
1,525
-1,260
-45% -$234K 0.14% 104
2020
Q2 		$471K Buy
+2,785
New +$446K 0.22% 68
2019
Q3 		– Sell
-41
Closed -$6.93K – 576
2019
Q2 		$6.93K Buy
+41
New +$7.03K ﹤0.01% 301

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
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

WealthStone's UNP Position: Q1 2021 in Review

WealthStone increased its Union Pacific (UNP) stake by 13% in Q1 2021, buying an estimated $43K and bringing the position to 1,782 shares worth $392K. The position accounts for 0.14% of the portfolio, ranked #112.

WealthStone first reported a position in UNP in Q2 2019 and has held it in 5 quarters since. The position peaked at $471K in Q2 2020. 2,196 funds tracked by Wall St. Rank hold UNP as of Q1 2021.

  • WealthStone held 1,782 shares of Union Pacific worth $392K as of Q1 2021.
  • WealthStone bought 205 Union Pacific shares in Q1 2021, an estimated $43K.
  • Union Pacific made up 0.14% of WealthStone's portfolio in Q1 2021, its #112 holding.
  • WealthStone first reported a position in Union Pacific in Q2 2019 and has held it in 5 quarters since.
  • WealthStone's Union Pacific position peaked at $471K in Q2 2020.
  • 2,196 funds tracked by Wall St. Rank held Union Pacific as of Q1 2021.

Based on WealthStone's 13F filing for Q1 2021, filed 13 May 2021.