Westshore Wealth’s Union Pacific UNP Stock Holding History

Westshore Wealth’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	-1,214	Closed	-$267K	–	136
2021 Q2	$267K	Hold	1,214	–	–	0.14%	108
2021 Q1	$268K	Buy	+1,214	New	+$255K	0.15%	106

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

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

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Westshore Wealth's UNP Position: Q3 2021 in Review

Westshore Wealth sold out of Union Pacific (UNP) in Q3 2021, closing a stake of 1,214 shares — an estimated $267K sold.

Westshore Wealth first reported a position in UNP in Q1 2021 and held it in 2 quarters. The position peaked at $268K in Q1 2021. 2,167 funds tracked by Wall St. Rank hold UNP as of Q3 2021.

Westshore Wealth reported no remaining Union Pacific position as of Q3 2021 after selling out during the quarter.
Westshore Wealth sold 1,214 Union Pacific shares in Q3 2021, an estimated $267K.
Westshore Wealth first reported a position in Union Pacific in Q1 2021 and held it in 2 quarters.
Westshore Wealth's Union Pacific position peaked at $268K in Q1 2021.
2,167 funds tracked by Wall St. Rank held Union Pacific as of Q3 2021.

Based on Westshore Wealth's 13F filing for Q3 2021, filed 16 Nov 2021.