LKCM Balanced Fund UNP Holdings History
Number of Shares
2,000.00
Current Holdings Value*
$472,480.00
% of Portfolio
0.63%
Total Estimate Gain
$361,114.25
% of Total Estimate Gain
37.27%
LKCM Balanced Fund's Union Pacific Corp Holding Summary
As of 2025-03-31, LKCM Funds held 2,000.00 shares of Union Pacific Corp(UNP), totaling $472,480.00. This investment constitutes 0.63% of their stock portfolio, and LKCM Funds now holds 0% of the outstanding Union Pacific Corp(UNP) stock.
The initial trade took place in 2020Q1. And since then LKCM Balanced Fund has made 1 purchases of UNP, at an average price of $170.01, for a total of 5,700.00 shares. In addition, there have been 5 sales at an average price of $237.95 for 3,700.00 shares. Based on historical transaction data and UNP's current price of $224.87, LKCM Balanced Fund's estimated gain on his UNP holdings is $361,114.25, reflecting a 37.27% gain to date.
LKCM Balanced Fund UNP ($224.87) Holding Chart
LKCM Balanced Fund UNP ($224.87) Quarterly Buys and Sells
Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Avrg. Price |
---|---|---|---|---|
Shares Bought | 0 | Average Price $-/Share | ||
Shares Sold | 0 | Average Price $-/Share | ||
Current Price $0.00 | Total Estimated Gain 0 % |
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