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Bison Wealth’s Union Pacific UNP Stock Holding History

Bison Wealth’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 		$224K Sell
984
-2,591
-72% -$613K 0.05% 280
2024
Q3 		$881K Sell
3,575
-41
-1% -$9.94K 0.14% 155
2024
Q2 		$889K Hold
3,616
– – 0.14% 153
2024
Q1 		$889K Buy
3,616
+31
+0.9% +$7.63K 0.14% 153
2023
Q4 		$881K Buy
3,585
+24
+0.7% +$5.28K 0.16% 145
2023
Q3 		$725K Buy
3,561
+1,664
+88% +$362K 0.14% 158
2023
Q2 		$388K Buy
1,897
+664
+54% +$132K 0.07% 262
2023
Q1 		$244K Buy
1,233
+58
+5% +$11.8K 0.08% 218
2022
Q4 		$235K Buy
1,175
+116
+11% +$23.8K 0.08% 238
2022
Q3 		$206K Buy
+1,059
New +$234K 0.08% 235
2022
Q2 		– Sell
-740
Closed -$202K – 365
2022
Q1 		$202K Buy
+740
New +$187K 0.1% 200
2021
Q4 		– Sell
-1,268
Closed -$249K – 467
2021
Q3 		$249K Sell
1,268
-1,195
-49% -$258K 0.11% 205
2021
Q2 		$542K Buy
2,463
+139
+6% +$31K 0.24% 107
2021
Q1 		$512K Buy
2,324
+703
+43% +$148K 0.22% 120
2020
Q4 		$338K Buy
+1,621
New +$324K 0.16% 159
2019
Q3 		– Sell
-1,337
Closed -$226K – 242
2019
Q2 		$226K Sell
1,337
-476
-26% -$81.6K 0.13% 194
2019
Q1 		$303K Buy
+1,813
New +$292K 0.19% 156

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

Bison Wealth's UNP Position: Q4 2024 in Review

Bison Wealth reduced its Union Pacific (UNP) stake by 72% in Q4 2024, selling an estimated $613K and leaving 984 shares worth $224K. The position accounts for 0.05% of the portfolio, ranked #280.

Bison Wealth first reported a position in UNP in Q1 2019 and has held it in 17 quarters since. The position peaked at $889K in Q2 2024. 2,696 funds tracked by Wall St. Rank hold UNP as of Q4 2024.

  • Bison Wealth held 984 shares of Union Pacific worth $224K as of Q4 2024.
  • Bison Wealth sold 2,591 Union Pacific shares in Q4 2024, an estimated $613K.
  • Union Pacific made up 0.05% of Bison Wealth's portfolio in Q4 2024, its #280 holding.
  • Bison Wealth first reported a position in Union Pacific in Q1 2019 and has held it in 17 quarters since.
  • Bison Wealth's Union Pacific position peaked at $889K in Q2 2024.
  • 2,696 funds tracked by Wall St. Rank held Union Pacific as of Q4 2024.

Based on Bison Wealth's 13F filing for Q4 2024, filed 14 Feb 2025.