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Winslow Evans & Crocker’s Union Pacific UNP Stock Holding History

Winslow Evans & Crocker’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
Q4 		$2.74M Buy
15,243
+5,193
+52% +$1.04M 0.52% 41
2020
Q3 		$1.98M Buy
10,050
+33
+0.3% +$6.13K 0.49% 46
2020
Q2 		$1.69M Buy
10,017
+305
+3% +$48.9K 0.45% 50
2020
Q1 		$1.37M Buy
9,712
+70
+0.7% +$11.6K 0.45% 54
2019
Q4 		$1.75M Sell
9,642
-304
-3% -$52K 0.44% 50
2019
Q3 		$1.61M Buy
9,946
+78
+0.8% +$13.1K 0.45% 51
2019
Q2 		$1.67M Buy
9,868
+418
+4% +$71.6K 0.47% 51
2019
Q1 		$1.58M Buy
9,450
+334
+4% +$53.8K 0.45% 53
2018
Q4 		$1.26M Buy
9,116
+30
+0.3% +$4.45K 0.42% 56
2018
Q3 		$1.48M Buy
9,086
+50
+0.6% +$7.53K 0.45% 52
2018
Q2 		$1.28M Sell
9,036
-20
-0.2% -$2.79K 0.4% 57
2018
Q1 		$1.22M Sell
9,056
-256
-3% -$34.4K 0.39% 61
2017
Q4 		$1.25M Hold
9,312
– – 0.4% 56
2017
Q3 		$1.08M Sell
9,312
-2,700
-22% -$290K 0.36% 64
2017
Q2 		$1.3M Buy
12,012
+3,026
+34% +$330K 0.36% 66
2017
Q1 		$952K Sell
8,986
-24,522
-73% -$2.62M 0.3% 70
2016
Q4 		$3.47M Sell
33,508
-4,490
-12% -$441K 1.07% 19
2016
Q3 		$3.71M Hold
37,998
– – 1.06% 17
2016
Q2 		$3.32M Sell
37,998
-5,998
-14% -$507K 0.99% 20
2016
Q1 		$3.5M Sell
43,996
-318
-0.7% -$24.6K 1.05% 20
2015
Q4 		$3.47M Sell
44,314
-1,198
-3% -$103K 0.99% 22
2015
Q3 		$4.02M Sell
45,512
-1,130
-2% -$103K 1.26% 15
2015
Q2 		$4.45M Buy
46,642
+374
+0.8% +$39K 1.26% 12
2015
Q1 		$5.01M Buy
46,268
+6,576
+17% +$772K 1.42% 10
2014
Q4 		$4.73M Buy
39,692
+8,196
+26% +$941K 1.35% 12
2014
Q3 		$3.41M Buy
31,496
+2,334
+8% +$242K 0.98% 17
2014
Q2 		$2.91M Sell
29,162
-1,934
-6% -$187K 0.96% 19
2014
Q1 		$2.92M Hold
31,096
– – 1.01% 18
2013
Q4 		$2.61M Buy
+31,096
New +$2.46M 0.89% 21

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
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

Winslow Evans & Crocker's UNP Position: Q4 2020 in Review

Winslow Evans & Crocker increased its Union Pacific (UNP) stake by 52% in Q4 2020, buying an estimated $1.04M and bringing the position to 15,243 shares worth $2.74M. The position accounts for 0.52% of the portfolio, ranked #41.

Winslow Evans & Crocker first reported a position in UNP in Q4 2013 and has held it in 29 quarters since. The position peaked at $5.01M in Q1 2015. 2,141 funds tracked by Wall St. Rank hold UNP as of Q4 2020.

  • Winslow Evans & Crocker held 15,243 shares of Union Pacific worth $2.74M as of Q4 2020.
  • Winslow Evans & Crocker bought 5,193 Union Pacific shares in Q4 2020, an estimated $1.04M.
  • Union Pacific made up 0.52% of Winslow Evans & Crocker's portfolio in Q4 2020, its #41 holding.
  • Winslow Evans & Crocker first reported a position in Union Pacific in Q4 2013 and has held it in 29 quarters since.
  • Winslow Evans & Crocker's Union Pacific position peaked at $5.01M in Q1 2015.
  • 2,141 funds tracked by Wall St. Rank held Union Pacific as of Q4 2020.

Based on Winslow Evans & Crocker's 13F filing for Q4 2020, filed 3 Feb 2021.