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Winifred I. Li’s Union Pacific UNP Stock Holding History

Winifred I. Li’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
2014
Q4 		$137K Buy
1,152
+52
+5% +$5.97K 0.13% 153
2014
Q3 		$119K Hold
1,100
– – 0.11% 162
2014
Q2 		$110K Hold
1,100
– – 0.09% 187
2014
Q1 		$103K Hold
1,100
– – 0.09% 188
2013
Q4 		$92K Hold
1,100
– – 0.08% 204
2013
Q3 		$85K Hold
1,100
– – 0.08% 209
2013
Q2 		$85K Buy
+1,100
New +$82.9K 0.08% 201

Other funds holding UNP

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
JHIU
Janus Henderson Investors US Denver, Colorado $122B AUM 18.26% 1-Year Est. Return

Winifred I. Li's UNP Position: Q4 2014 in Review

Winifred I. Li increased its Union Pacific (UNP) stake by 4.7% in Q4 2014, buying an estimated $5.97K and bringing the position to 1,152 shares worth $137K. The position accounts for 0.13% of the portfolio, ranked #153.

Winifred I. Li first reported a position in UNP in Q2 2013 and has held it in 7 quarters since. 1,392 funds tracked by Wall St. Rank hold UNP as of Q4 2014.

  • Winifred I. Li held 1,152 shares of Union Pacific worth $137K as of Q4 2014.
  • Winifred I. Li bought 52 Union Pacific shares in Q4 2014, an estimated $5.97K.
  • Union Pacific made up 0.13% of Winifred I. Li's portfolio in Q4 2014, its #153 holding.
  • Winifred I. Li first reported a position in Union Pacific in Q2 2013 and has held it in 7 quarters since.
  • 1,392 funds tracked by Wall St. Rank held Union Pacific as of Q4 2014.

Based on Winifred I. Li's 13F filing for Q4 2014, filed 19 Feb 2015.