AJOVista’s Union Pacific UNP Stock Holding History

AJOVista’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 Q1	–	Sell	-407	Closed	-$100K	–	402
2023 Q4	$100K	Buy	+407	New	+$89.5K	0.13%	174

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 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

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

AJOVista's UNP Position: Q1 2024 in Review

AJOVista sold out of Union Pacific (UNP) in Q1 2024, closing a stake of 407 shares — an estimated $100K sold.

AJOVista first reported a position in UNP in Q4 2023 and held it in 1 quarter. The position peaked at $100K in Q4 2023. 2,613 funds tracked by Wall St. Rank hold UNP as of Q1 2024.

AJOVista reported no remaining Union Pacific position as of Q1 2024 after selling out during the quarter.
AJOVista sold 407 Union Pacific shares in Q1 2024, an estimated $100K.
AJOVista first reported a position in Union Pacific in Q4 2023 and held it in 1 quarter.
AJOVista's Union Pacific position peaked at $100K in Q4 2023.
2,613 funds tracked by Wall St. Rank held Union Pacific as of Q1 2024.

Based on AJOVista's 13F filing for Q1 2024, filed 10 May 2024.