Aspire Private Capital’s Union Pacific UNP Stock Holding History

Aspire Private Capital’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	-18	Closed	-$4.51K	–	600
2024 Q3	$4.51K	Hold	18	–	–	﹤0.01%	472
2024 Q2	$4.14K	Hold	18	–	–	﹤0.01%	484
2024 Q1	$4.47K	Hold	18	–	–	﹤0.01%	500
2023 Q4	$4.44K	Hold	18	–	–	﹤0.01%	484
2023 Q3	$3.67K	Hold	18	–	–	﹤0.01%	508
2023 Q2	$3.66K	Hold	18	–	–	﹤0.01%	485
2023 Q1	$3.58K	Sell	18 -70	-80%	-$14.2K	﹤0.01%	482
2022 Q4	$18.2K	Hold	88	–	–	0.01%	298
2022 Q3	$17K	Sell	88 -12	-12%	-$2.65K	0.01%	295
2022 Q2	$21K	Hold	100	–	–	0.01%	273
2022 Q1	$27K	Buy	100 +48	+92%	+$12.1K	0.01%	253
2021 Q4	$13K	Buy	52 +22	+73%	+$5.21K	﹤0.01%	321
2021 Q3	$6K	Hold	30	–	–	﹤0.01%	368
2021 Q2	$7K	Hold	30	–	–	﹤0.01%	359
2021 Q1	$7K	Buy	30 +17	+131%	+$3.57K	﹤0.01%	361
2020 Q4	$3K	Hold	13	–	–	﹤0.01%	365
2020 Q3	$3K	Buy	+13	New	+$2.42K	﹤0.01%	361
2020 Q1	–	Sell	-17	Closed	-$3K	–	470
2019 Q4	$3K	Hold	17	–	–	﹤0.01%	357
2019 Q3	$3K	Hold	17	–	–	﹤0.01%	338
2019 Q2	$3K	Hold	17	–	–	﹤0.01%	370
2019 Q1	$3K	Hold	17	–	–	﹤0.01%	414
2018 Q4	$2K	Buy	+17	New	+$2.52K	﹤0.01%	434

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

Aspire Private Capital's UNP Position: Q4 2024 in Review

Aspire Private Capital sold out of Union Pacific (UNP) in Q4 2024, closing a stake of 18 shares — an estimated $4.51K sold.

Aspire Private Capital first reported a position in UNP in Q4 2018 and held it in 22 quarters. The position peaked at $27K in Q1 2022. 2,695 funds tracked by Wall St. Rank hold UNP as of Q4 2024.

Aspire Private Capital reported no remaining Union Pacific position as of Q4 2024 after selling out during the quarter.
Aspire Private Capital sold 18 Union Pacific shares in Q4 2024, an estimated $4.51K.
Aspire Private Capital first reported a position in Union Pacific in Q4 2018 and held it in 22 quarters.
Aspire Private Capital's Union Pacific position peaked at $27K in Q1 2022.
2,695 funds tracked by Wall St. Rank held Union Pacific as of Q4 2024.

Based on Aspire Private Capital's 13F filing for Q4 2024, filed 17 Jan 2025.