Yellowstone Partners’s Union Pacific UNP Stock Holding History

Yellowstone Partners’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
2017 Q4	$668K	Sell	4,984 -212	-4%	-$25.6K	0.38%	66
2017 Q3	$603K	Buy	+5,196	New	+$557K	0.32%	79
2016 Q3	$562K	Buy	5,761 +510	+10%	+$47.7K	0.21%	112
2016 Q2	$458K	Buy	5,251 +800	+18%	+$67.6K	0.2%	112
2016 Q1	$354K	Buy	4,451 +61	+1%	+$4.71K	0.15%	123
2015 Q4	$343K	Buy	4,390 +996	+29%	+$85.5K	0.15%	120
2015 Q3	$300K	Buy	3,394 +423	+14%	+$38.6K	0.14%	129
2015 Q2	$283K	Buy	+2,971	New	+$310K	0.13%	142

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

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

Yellowstone Partners's UNP Position: Q4 2017 in Review

Yellowstone Partners reduced its Union Pacific (UNP) stake by 4.1% in Q4 2017, selling an estimated $25.6K and leaving 4,984 shares worth $668K. The position accounts for 0.38% of the portfolio, ranked #66.

Yellowstone Partners first reported a position in UNP in Q2 2015 and has held it in 8 quarters since. 1,612 funds tracked by Wall St. Rank hold UNP as of Q4 2017.

Yellowstone Partners held 4,984 shares of Union Pacific worth $668K as of Q4 2017.
Yellowstone Partners sold 212 Union Pacific shares in Q4 2017, an estimated $25.6K.
Union Pacific made up 0.38% of Yellowstone Partners's portfolio in Q4 2017, its #66 holding.
Yellowstone Partners first reported a position in Union Pacific in Q2 2015 and has held it in 8 quarters since.
1,612 funds tracked by Wall St. Rank held Union Pacific as of Q4 2017.

Based on Yellowstone Partners's 13F filing for Q4 2017, filed 24 Jan 2018.