YWP
UNP icon

YorkBridge Wealth Partners’s Union Pacific UNP Stock Holding History

YorkBridge Wealth 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
2022
Q4 		$1.44M Buy
6,975
+92
+1% +$18.9K 0.37% 69
2022
Q3 		$1.34M Buy
6,883
+222
+3% +$49.1K 0.35% 67
2022
Q2 		$1.42M Buy
6,661
+416
+7% +$94.7K 0.37% 64
2022
Q1 		$1.71M Sell
6,245
-120
-2% -$30.3K 0.37% 61
2021
Q4 		$1.6M Sell
6,365
-100
-2% -$23.7K 0.36% 64
2021
Q3 		$1.27M Buy
6,465
+571
+10% +$123K 0.32% 73
2021
Q2 		$1.3M Buy
5,894
+223
+4% +$49.7K 0.34% 69
2021
Q1 		$1.25M Buy
5,671
+466
+9% +$97.8K 0.37% 64
2020
Q4 		$1.08M Buy
5,205
+259
+5% +$51.7K 0.36% 63
2020
Q3 		$974K Sell
4,946
-58
-1% -$10.8K 0.41% 62
2020
Q2 		$846K Sell
5,004
-50
-1% -$8.01K 0.39% 65
2020
Q1 		$713K Buy
5,054
+71
+1% +$11.7K 0.44% 65
2019
Q4 		$901K Buy
4,983
+333
+7% +$57K 0.41% 69
2019
Q3 		$753K Buy
4,650
+2,036
+78% +$342K 0.38% 70
2019
Q2 		$442K Buy
2,614
+60
+2% +$10.3K 0.2% 106
2019
Q1 		$427K Sell
2,554
-88
-3% -$14.2K 0.2% 108
2018
Q4 		$365K Sell
2,642
-2
-0.1% -$296 0.19% 113
2018
Q3 		$434K Sell
2,644
-12
-0.5% -$1.81K 0.2% 111
2018
Q2 		$376K Buy
2,656
+65
+3% +$9.06K 0.16% 122
2018
Q1 		$348K Buy
2,591
+144
+6% +$19.4K 0.16% 127
2017
Q4 		$304K Buy
2,447
+357
+17% +$43.1K 0.15% 137
2017
Q3 		$242K Sell
2,090
-241
-10% -$25.8K 0.13% 156
2017
Q2 		$257K Sell
2,331
-135
-5% -$14.7K 0.14% 145
2017
Q1 		$274K Buy
2,466
+745
+43% +$79.5K 0.14% 138
2016
Q4 		$176K Buy
+1,721
New +$169K 0.1% 166

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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

YorkBridge Wealth Partners's UNP Position: Q4 2022 in Review

YorkBridge Wealth Partners increased its Union Pacific (UNP) stake by 1.3% in Q4 2022, buying an estimated $18.9K and bringing the position to 6,975 shares worth $1.44M. The position accounts for 0.37% of the portfolio, ranked #69.

YorkBridge Wealth Partners first reported a position in UNP in Q4 2016 and has held it in 25 quarters since. The position peaked at $1.71M in Q1 2022. 2,419 funds tracked by Wall St. Rank hold UNP as of Q4 2022.

  • YorkBridge Wealth Partners held 6,975 shares of Union Pacific worth $1.44M as of Q4 2022.
  • YorkBridge Wealth Partners bought 92 Union Pacific shares in Q4 2022, an estimated $18.9K.
  • Union Pacific made up 0.37% of YorkBridge Wealth Partners's portfolio in Q4 2022, its #69 holding.
  • YorkBridge Wealth Partners first reported a position in Union Pacific in Q4 2016 and has held it in 25 quarters since.
  • YorkBridge Wealth Partners's Union Pacific position peaked at $1.71M in Q1 2022.
  • 2,419 funds tracked by Wall St. Rank held Union Pacific as of Q4 2022.

Based on YorkBridge Wealth Partners's 13F filing for Q4 2022, filed 26 Jan 2023.