Angeles Investment Advisors’s Union Pacific UNP Stock Holding History

Angeles 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 Q4	–	Sell	-851	Closed	-$210K	–	224
2024 Q3	$210K	Buy	+851	New	+$206K	0.01%	200
2023 Q3	–	Sell	-979	Closed	-$200K	–	215
2023 Q2	$200K	Buy	+979	New	+$195K	0.02%	151
2022 Q1	–	Sell	-5,560	Closed	-$1.4M	–	210
2021 Q4	$1.4M	Buy	5,560 +818	+17%	+$194K	0.07%	66
2021 Q3	$929K	Buy	4,742 +1,556	+49%	+$336K	0.05%	82
2021 Q2	$701K	Hold	3,186	–	–	0.04%	78
2021 Q1	$702K	Hold	3,186	–	–	0.05%	64
2020 Q4	$663K	Hold	3,186	–	–	0.07%	61
2020 Q3	$627K	Sell	3,186 -810	-20%	-$151K	0.08%	49
2020 Q2	$676K	Sell	3,996 -571	-13%	-$91.5K	0.1%	41
2020 Q1	$745K	Sell	4,567 -185	-4%	-$30.6K	0.2%	37
2019 Q4	$859K	Buy	4,752 +180	+4%	+$30.8K	0.17%	33
2019 Q3	$741K	Buy	4,572 +3,248	+245%	+$546K	0.16%	37
2019 Q2	$224K	Buy	+1,324	New	+$227K	0.06%	64

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

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

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

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Angeles Investment Advisors's UNP Position: Q4 2024 in Review

Angeles Investment Advisors sold out of Union Pacific (UNP) in Q4 2024, closing a stake of 851 shares — an estimated $210K sold.

Angeles Investment Advisors first reported a position in UNP in Q2 2019 and held it in 13 quarters. The position peaked at $1.4M in Q4 2021. 2,695 funds tracked by Wall St. Rank hold UNP as of Q4 2024.

Angeles Investment Advisors reported no remaining Union Pacific position as of Q4 2024 after selling out during the quarter.
Angeles Investment Advisors sold 851 Union Pacific shares in Q4 2024, an estimated $210K.
Angeles Investment Advisors first reported a position in Union Pacific in Q2 2019 and held it in 13 quarters.
Angeles Investment Advisors's Union Pacific position peaked at $1.4M in Q4 2021.
2,695 funds tracked by Wall St. Rank held Union Pacific as of Q4 2024.

Based on Angeles Investment Advisors's 13F filing for Q4 2024, filed 11 Feb 2025.