Beech Hill Advisors’s Union Pacific UNP Stock Holding History

Beech Hill 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	–	Sell	-1,600	Closed	-$362K	–	104
2024 Q2	$362K	Hold	1,600	–	–	0.15%	84
2024 Q1	$393K	Hold	1,600	–	–	0.16%	83
2023 Q4	$393K	Hold	1,600	–	–	0.19%	79
2023 Q3	$326K	Sell	1,600 -46	-3%	-$10K	0.16%	79
2023 Q2	$337K	Hold	1,646	–	–	0.16%	80
2023 Q1	$331K	Hold	1,646	–	–	0.17%	78
2022 Q4	$341K	Buy	1,646 +46	+3%	+$9.44K	0.19%	74
2022 Q3	$312K	Sell	1,600 -2,530	-61%	-$560K	0.18%	75
2022 Q2	$881K	Buy	4,130 +80	+2%	+$18.2K	0.47%	56
2022 Q1	$1.11M	Hold	4,050	–	–	0.45%	59
2021 Q4	$1.02M	Hold	4,050	–	–	0.39%	61
2021 Q3	$794K	Buy	+4,050	New	+$875K	0.33%	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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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

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

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

Beech Hill Advisors's UNP Position: Q3 2024 in Review

Beech Hill Advisors sold out of Union Pacific (UNP) in Q3 2024, closing a stake of 1,600 shares — an estimated $362K sold.

Beech Hill Advisors first reported a position in UNP in Q3 2021 and held it in 12 quarters. The position peaked at $1.11M in Q1 2022. 2,607 funds tracked by Wall St. Rank hold UNP as of Q3 2024.

Beech Hill Advisors reported no remaining Union Pacific position as of Q3 2024 after selling out during the quarter.
Beech Hill Advisors sold 1,600 Union Pacific shares in Q3 2024, an estimated $362K.
Beech Hill Advisors first reported a position in Union Pacific in Q3 2021 and held it in 12 quarters.
Beech Hill Advisors's Union Pacific position peaked at $1.11M in Q1 2022.
2,607 funds tracked by Wall St. Rank held Union Pacific as of Q3 2024.

Based on Beech Hill Advisors's 13F filing for Q3 2024, filed 16 Oct 2024.