WFC
UNP icon

Western Financial Corp’s Union Pacific UNP Stock Holding History

Western Financial Corp’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
Q3 		– Sell
-2,584
Closed -$568K – 97
2021
Q2 		$568K Buy
2,584
+207
+9% +$46.1K 0.31% 54
2021
Q1 		$524K Buy
2,377
+132
+6% +$27.7K 0.32% 50
2020
Q4 		$467K Buy
+2,245
New +$448K 0.31% 50

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
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
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Western Financial Corp's UNP Position: Q3 2021 in Review

Western Financial Corp sold out of Union Pacific (UNP) in Q3 2021, closing a stake of 2,584 shares — an estimated $568K sold.

Western Financial Corp first reported a position in UNP in Q4 2020 and held it in 3 quarters. The position peaked at $568K in Q2 2021. 2,167 funds tracked by Wall St. Rank hold UNP as of Q3 2021.

  • Western Financial Corp reported no remaining Union Pacific position as of Q3 2021 after selling out during the quarter.
  • Western Financial Corp sold 2,584 Union Pacific shares in Q3 2021, an estimated $568K.
  • Western Financial Corp first reported a position in Union Pacific in Q4 2020 and held it in 3 quarters.
  • Western Financial Corp's Union Pacific position peaked at $568K in Q2 2021.
  • 2,167 funds tracked by Wall St. Rank held Union Pacific as of Q3 2021.

Based on Western Financial Corp's 13F filing for Q3 2021, filed 22 Oct 2021.