Wunderlich Capital Managemnt’s Union Pacific UNP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | $3.11M | Buy |
13,755
+263
| +2% | +$61.6K | 1.39% | 33 |
|
|
2024
Q1 | $3.32M | Sell |
13,492
-589
| -4% | -$145K | 1.5% | 28 |
|
|
2023
Q4 | $3.46M | Sell |
14,081
-378
| -3% | -$83.1K | 1.56% | 27 |
|
|
2023
Q3 | $2.94M | Sell |
14,459
-25
| -0.2% | -$5.45K | 1.45% | 33 |
|
|
2023
Q2 | $2.96M | Buy |
14,484
+17
| +0.1% | +$3.38K | 1.46% | 32 |
|
|
2023
Q1 | $2.91M | Buy |
14,467
+43
| +0.3% | +$8.71K | 1.52% | 28 |
|
|
2022
Q4 | $2.99M | Buy |
14,424
+142
| +1% | +$29.1K | 1.66% | 25 |
|
|
2022
Q3 | $2.78M | Buy |
14,282
+251
| +2% | +$55.5K | 1.78% | 18 |
|
|
2022
Q2 | $2.99M | Buy |
14,031
+117
| +0.8% | +$26.6K | 1.74% | 15 |
|
|
2022
Q1 | $3.8M | Sell |
13,914
-275
| -2% | -$69.4K | 1.79% | 13 |
|
|
2021
Q4 | $3.58M | Sell |
14,189
-199
| -1% | -$47.1K | 1.59% | 19 |
|
|
2021
Q3 | $2.82M | Buy |
14,388
+403
| +3% | +$87K | 1.36% | 28 |
|
|
2021
Q2 | $3.08M | Buy |
13,985
+81
| +0.6% | +$18K | 1.56% | 21 |
|
|
2021
Q1 | $3.06M | Sell |
13,904
-176
| -1% | -$37K | 1.68% | 18 |
|
|
2020
Q4 | $2.93M | Buy |
14,080
+101
| +0.7% | +$20.2K | 1.62% | 19 |
|
|
2020
Q3 | $2.75M | Buy |
13,979
+67
| +0.5% | +$12.5K | 1.7% | 18 |
|
|
2020
Q2 | $2.35M | Sell |
13,912
-45
| -0.3% | -$7.21K | 1.65% | 20 |
|
|
2020
Q1 | $1.97M | Buy |
13,957
+211
| +2% | +$34.9K | 1.62% | 18 |
|
|
2019
Q4 | $2.48M | Sell |
13,746
-8
| -0.1% | -$1.37K | 1.57% | 14 |
|
|
2019
Q3 | $2.23M | Buy |
13,754
+73
| +0.5% | +$12.3K | 1.53% | 17 |
|
|
2019
Q2 | $2.31M | Buy |
13,681
+307
| +2% | +$52.6K | 1.54% | 13 |
|
|
2019
Q1 | $2.24M | Sell |
13,374
-1,707
| -11% | -$275K | 1.56% | 16 |
|
|
2018
Q4 | $2.08M | Sell |
15,081
-161
| -1% | -$23.9K | 1.6% | 11 |
|
|
2018
Q3 | $2.48M | Sell |
15,242
-814
| -5% | -$123K | 1.76% | 8 |
|
|
2018
Q2 | $2.27M | Sell |
16,056
-205
| -1% | -$28.6K | 1.58% | 9 |
|
|
2018
Q1 | $2.19M | Sell |
16,261
-700
| -4% | -$94.2K | 1.5% | 12 |
|
|
2017
Q4 | $2.27M | Buy |
16,961
+228
| +1% | +$27.5K | 1.57% | 11 |
|
|
2017
Q3 | $1.94M | Buy |
16,733
+536
| +3% | +$57.5K | 1.45% | 17 |
|
|
2017
Q2 | $1.76M | Sell |
16,197
-72
| -0.4% | -$7.85K | 1.32% | 22 |
|
|
2017
Q1 | $1.72M | Sell |
16,269
-706
| -4% | -$75.3K | 1.34% | 20 |
|
|
2016
Q4 | $1.76M | Sell |
16,975
-408
| -2% | -$40.1K | 1.43% | 14 |
|
|
2016
Q3 | $1.7M | Buy |
17,383
+621
| +4% | +$58.1K | 1.35% | 19 |
|
|
2016
Q2 | $1.46M | Buy |
16,762
+518
| +3% | +$43.8K | 1.24% | 32 |
|
|
2016
Q1 | $1.29M | Buy |
16,244
+576
| +4% | +$44.5K | 1.11% | 53 |
|
|
2015
Q4 | $1.23M | Sell |
15,668
-609
| -4% | -$52.2K | 1.05% | 52 |
|
|
2015
Q3 | $1.44M | Buy |
16,277
+493
| +3% | +$45K | 1.33% | 20 |
|
|
2015
Q2 | $1.5M | Buy |
15,784
+73
| +0.5% | +$7.61K | 1.46% | 16 |
|
|
2015
Q1 | $1.7M | Sell |
15,711
-62
| -0.4% | -$7.28K | 1.54% | 11 |
|
|
2014
Q4 | $1.88M | Buy |
15,773
+240
| +2% | +$27.6K | 1.59% | 5 |
|
|
2014
Q3 | $1.68M | Sell |
15,533
-259
| -2% | -$26.8K | 1.51% | 9 |
|
|
2014
Q2 | $1.58M | Sell |
15,792
-864
| -5% | -$83.7K | 1.44% | 12 |
|
|
2014
Q1 | $1.56M | Sell |
16,656
-588
| -3% | -$52.2K | 1.47% | 9 |
|
|
2013
Q4 | $1.45M | Buy |
+17,244
| New | +$1.37M | 1.39% | 19 |
|
Other funds holding UNP
Wunderlich Capital Managemnt's UNP Position: Q2 2024 in Review
Wunderlich Capital Managemnt increased its Union Pacific (UNP) stake by 1.9% in Q2 2024, buying an estimated $61.6K and bringing the position to 13,755 shares worth $3.11M. The position accounts for 1.39% of the portfolio, ranked #33.
Wunderlich Capital Managemnt first reported a position in UNP in Q4 2013 and has held it in 43 quarters since. The position peaked at $3.8M in Q1 2022. 2,562 funds tracked by Wall St. Rank hold UNP as of Q2 2024.
- Wunderlich Capital Managemnt held 13,755 shares of Union Pacific worth $3.11M as of Q2 2024.
- Wunderlich Capital Managemnt bought 263 Union Pacific shares in Q2 2024, an estimated $61.6K.
- Union Pacific made up 1.39% of Wunderlich Capital Managemnt's portfolio in Q2 2024, its #33 holding.
- Wunderlich Capital Managemnt first reported a position in Union Pacific in Q4 2013 and has held it in 43 quarters since.
- Wunderlich Capital Managemnt's Union Pacific position peaked at $3.8M in Q1 2022.
- 2,562 funds tracked by Wall St. Rank held Union Pacific as of Q2 2024.
Based on Wunderlich Capital Managemnt's 13F filing for Q2 2024, filed 14 Aug 2024.