9WM
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9258 Wealth Management’s Union Pacific UNP Stock Holding History

9258 Wealth Management’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
2024
Q3 		$765K Buy
3,105
+38
+1% +$9.21K 0.11% 148
2024
Q2 		$694K Buy
3,067
+6
+0.2% +$1.41K 0.11% 158
2024
Q1 		$753K Sell
3,061
-63
-2% -$15.5K 0.12% 149
2023
Q4 		$767K Buy
3,124
+65
+2% +$14.3K 0.13% 142
2023
Q3 		$623K Buy
3,059
+96
+3% +$20.9K 0.12% 150
2023
Q2 		$606K Buy
2,963
+79
+3% +$15.7K 0.11% 155
2023
Q1 		$580K Buy
2,884
+60
+2% +$12.2K 0.12% 160
2022
Q4 		$585K Sell
2,824
-284
-9% -$58.3K 0.13% 154
2022
Q3 		$606K Sell
3,108
-328
-10% -$72.6K 0.15% 141
2022
Q2 		$733K Buy
3,436
+36
+1% +$8.19K 0.19% 130
2022
Q1 		$929K Sell
3,400
-230
-6% -$58.1K 0.22% 113
2021
Q4 		$915K Buy
3,630
+286
+9% +$67.7K 0.21% 117
2021
Q3 		$655K Buy
3,344
+207
+7% +$44.7K 0.17% 139
2021
Q2 		$690K Buy
3,137
+233
+8% +$51.9K 0.19% 137
2021
Q1 		$640K Sell
2,904
-34
-1% -$7.14K 0.19% 132
2020
Q4 		$612K Buy
2,938
+124
+4% +$24.8K 0.2% 129
2020
Q3 		$499K Buy
2,814
+38
+1% +$7.06K 0.19% 134
2020
Q2 		$469K Buy
2,776
+8
+0.3% +$1.28K 0.19% 143
2020
Q1 		$440K Buy
2,768
+176
+7% +$29.1K 0.19% 137
2019
Q4 		$469K Buy
2,592
+928
+56% +$159K 0.17% 151
2019
Q3 		$270K Sell
1,664
-16
-1% -$2.69K 0.21% 140
2019
Q2 		$284K Buy
1,680
+447
+36% +$76.6K 0.23% 132
2019
Q1 		$206K Buy
+1,233
New +$198K 0.18% 152

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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

9258 Wealth Management's UNP Position: Q3 2024 in Review

9258 Wealth Management increased its Union Pacific (UNP) stake by 1.2% in Q3 2024, buying an estimated $9.21K and bringing the position to 3,105 shares worth $765K. The position accounts for 0.11% of the portfolio, ranked #148.

9258 Wealth Management first reported a position in UNP in Q1 2019 and has held it in 23 quarters since. The position peaked at $929K in Q1 2022. 2,606 funds tracked by Wall St. Rank hold UNP as of Q3 2024.

  • 9258 Wealth Management held 3,105 shares of Union Pacific worth $765K as of Q3 2024.
  • 9258 Wealth Management bought 38 Union Pacific shares in Q3 2024, an estimated $9.21K.
  • Union Pacific made up 0.11% of 9258 Wealth Management's portfolio in Q3 2024, its #148 holding.
  • 9258 Wealth Management first reported a position in Union Pacific in Q1 2019 and has held it in 23 quarters since.
  • 9258 Wealth Management's Union Pacific position peaked at $929K in Q1 2022.
  • 2,606 funds tracked by Wall St. Rank held Union Pacific as of Q3 2024.

Based on 9258 Wealth Management's 13F filing for Q3 2024, filed 12 Nov 2024.