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Alera Investment Advisors’s Union Pacific UNP Stock Holding History

Alera Investment Advisors’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 		$717K Buy
2,907
+129
+5% +$31.3K 0.08% 98
2024
Q2 		$629K Sell
2,778
-584
-17% -$137K 0.08% 103
2024
Q1 		$827K Buy
3,362
+13
+0.4% +$3.2K 0.11% 81
2023
Q4 		$823K Buy
3,349
+587
+21% +$129K 0.11% 79
2023
Q3 		$562K Buy
2,762
+359
+15% +$78.2K 0.09% 98
2023
Q2 		$492K Buy
2,403
+156
+7% +$31K 0.11% 114
2023
Q1 		$452K Sell
2,247
-1,907
-46% -$386K 0.1% 120
2022
Q4 		$860K Sell
4,154
-73
-2% -$15K 0.2% 55
2022
Q3 		$823K Buy
4,227
+44
+1% +$9.74K 0.23% 52
2022
Q2 		$892K Sell
4,183
-343
-8% -$78K 0.25% 53
2022
Q1 		$1.24M Buy
+4,526
New +$1.14M 0.28% 39
2019
Q2 		– Sell
-374
Closed -$63K – 959
2019
Q1 		$63K Buy
+374
New +$60.2K 0.03% 139

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

Alera Investment Advisors's UNP Position: Q3 2024 in Review

Alera Investment Advisors increased its Union Pacific (UNP) stake by 4.6% in Q3 2024, buying an estimated $31.3K and bringing the position to 2,907 shares worth $717K. The position accounts for 0.08% of the portfolio, ranked #98.

Alera Investment Advisors first reported a position in UNP in Q1 2019 and has held it in 12 quarters since. The position peaked at $1.24M in Q1 2022. 2,607 funds tracked by Wall St. Rank hold UNP as of Q3 2024.

  • Alera Investment Advisors held 2,907 shares of Union Pacific worth $717K as of Q3 2024.
  • Alera Investment Advisors bought 129 Union Pacific shares in Q3 2024, an estimated $31.3K.
  • Union Pacific made up 0.08% of Alera Investment Advisors's portfolio in Q3 2024, its #98 holding.
  • Alera Investment Advisors first reported a position in Union Pacific in Q1 2019 and has held it in 12 quarters since.
  • Alera Investment Advisors's Union Pacific position peaked at $1.24M in Q1 2022.
  • 2,607 funds tracked by Wall St. Rank held Union Pacific as of Q3 2024.

Based on Alera Investment Advisors's 13F filing for Q3 2024, filed 14 Nov 2024.