Broadwater Capital’s Union Pacific UNP Stock Holding History

Broadwater 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 Q1	–	Sell	-20	Closed	-$4.91K	–	238
2023 Q4	$4.91K	Buy	+20	New	+$4.4K	﹤0.01%	186

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

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 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

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

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

Broadwater Capital's UNP Position: Q1 2024 in Review

Broadwater Capital sold out of Union Pacific (UNP) in Q1 2024, closing a stake of 20 shares — an estimated $4.91K sold.

Broadwater Capital first reported a position in UNP in Q4 2023 and held it in 1 quarter. The position peaked at $4.91K in Q4 2023. 2,613 funds tracked by Wall St. Rank hold UNP as of Q1 2024.

Broadwater Capital reported no remaining Union Pacific position as of Q1 2024 after selling out during the quarter.
Broadwater Capital sold 20 Union Pacific shares in Q1 2024, an estimated $4.91K.
Broadwater Capital first reported a position in Union Pacific in Q4 2023 and held it in 1 quarter.
Broadwater Capital's Union Pacific position peaked at $4.91K in Q4 2023.
2,613 funds tracked by Wall St. Rank held Union Pacific as of Q1 2024.

Based on Broadwater Capital's 13F filing for Q1 2024, filed 31 Oct 2025.