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Balboa Wealth Partners’s Union Pacific UNP Stock Holding History

Balboa Wealth Partners’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
-995
Closed -$245K – 389
2024
Q3 		$245K Buy
995
+10
+1% +$2.42K 0.06% 223
2024
Q2 		$223K Buy
+985
New +$231K 0.06% 235

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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Balboa Wealth Partners's UNP Position: Q4 2024 in Review

Balboa Wealth Partners sold out of Union Pacific (UNP) in Q4 2024, closing a stake of 995 shares — an estimated $245K sold.

Balboa Wealth Partners first reported a position in UNP in Q2 2024 and held it in 2 quarters. The position peaked at $245K in Q3 2024. 2,695 funds tracked by Wall St. Rank hold UNP as of Q4 2024.

  • Balboa Wealth Partners reported no remaining Union Pacific position as of Q4 2024 after selling out during the quarter.
  • Balboa Wealth Partners sold 995 Union Pacific shares in Q4 2024, an estimated $245K.
  • Balboa Wealth Partners first reported a position in Union Pacific in Q2 2024 and held it in 2 quarters.
  • Balboa Wealth Partners's Union Pacific position peaked at $245K in Q3 2024.
  • 2,695 funds tracked by Wall St. Rank held Union Pacific as of Q4 2024.

Based on Balboa Wealth Partners's 13F filing for Q4 2024, filed 10 Feb 2025.