Ownership history in USA FINANCIAL FORMULAS Β· 22 quarters on record
This page tracks every 13F SEC filing in which USA FINANCIAL FORMULAS reported a position in UNION PAC CORP (UNP). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price β sourced directly from SEC EDGAR 13F filings.
π USA FINANCIAL FORMULAS underperformed the S&P 500 by β8.6% annually on this UNP position. Timing score: 29% (6/21 decisions correct). Average cost basis: $115.88. Maximum drawdown during holding period: β19.2%.
β Significantly underperformed the S&P 500 by 8.6% ann.
21 quarters analyzed
β οΈ Poor timing β buys often preceded drops, trims preceded rallies.
6 of 21 add/trim decisions correct
Best entry: $84.56 (2015 Q1) Β· Worst: $234.98 (2024 Q1)
π No drawdown exceeding 20% during the holding period β exceptionally stable.
10 adds Β· 12 trims. Bought during 2 of 7 down-price quarters. π Predominantly trimming β distribution phase.
βοΈ Portfolio weight has remained relatively stable β conviction maintained.
Currently 0.0% of portfolio
β Based on quarterly 13F SEC filings and end-of-quarter closing prices. Timing score = accuracy of add/trim decisions vs next-quarter price direction. Alpha = mean quarterly excess return Γ 4 (annualised). Not investment advice.
As of 2025 Q4 β sorted by position size