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Buckingham Capital Management (Ohio)’s Union Pacific UNP Stock Holding History

Buckingham Capital Management (Ohio)’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 		$1.34M Sell
5,875
-1,508
-20% -$357K 0.15% 80
2024
Q3 		$1.82M Sell
7,383
-873
-11% -$212K 0.21% 71
2024
Q2 		$1.87M Sell
8,256
-2,609
-24% -$611K 0.22% 65
2024
Q1 		$2.67M Sell
10,865
-7,885
-42% -$1.94M 0.33% 56
2023
Q4 		$4.61M Sell
18,750
-5,180
-22% -$1.14M 0.62% 45
2023
Q3 		$4.87M Buy
23,930
+704
+3% +$153K 0.74% 43
2023
Q2 		$4.75M Buy
23,226
+2,445
+12% +$486K 0.71% 44
2023
Q1 		$4.18M Buy
20,781
+1,953
+10% +$396K 0.67% 44
2022
Q4 		$3.9M Buy
18,828
+1,878
+11% +$385K 0.68% 48
2022
Q3 		$3.3M Buy
16,950
+1,396
+9% +$309K 0.64% 51
2022
Q2 		$3.32M Buy
15,554
+833
+6% +$190K 0.62% 50
2022
Q1 		$4.02M Buy
14,721
+2,061
+16% +$520K 0.66% 49
2021
Q4 		$3.19M Buy
12,660
+3,081
+32% +$730K 0.49% 50
2021
Q3 		$1.88M Buy
9,579
+4,166
+77% +$900K 0.31% 59
2021
Q2 		$1.19M Buy
+5,413
New +$1.21M 0.19% 66

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

Buckingham Capital Management (Ohio)'s UNP Position: Q4 2024 in Review

Buckingham Capital Management (Ohio) reduced its Union Pacific (UNP) stake by 20% in Q4 2024, selling an estimated $357K and leaving 5,875 shares worth $1.34M. The position accounts for 0.15% of the portfolio, ranked #80.

Buckingham Capital Management (Ohio) first reported a position in UNP in Q2 2021 and has held it in 15 quarters since. The position peaked at $4.87M in Q3 2023. 2,696 funds tracked by Wall St. Rank hold UNP as of Q4 2024.

  • Buckingham Capital Management (Ohio) held 5,875 shares of Union Pacific worth $1.34M as of Q4 2024.
  • Buckingham Capital Management (Ohio) sold 1,508 Union Pacific shares in Q4 2024, an estimated $357K.
  • Union Pacific made up 0.15% of Buckingham Capital Management (Ohio)'s portfolio in Q4 2024, its #80 holding.
  • Buckingham Capital Management (Ohio) first reported a position in Union Pacific in Q2 2021 and has held it in 15 quarters since.
  • Buckingham Capital Management (Ohio)'s Union Pacific position peaked at $4.87M in Q3 2023.
  • 2,696 funds tracked by Wall St. Rank held Union Pacific as of Q4 2024.

Based on Buckingham Capital Management (Ohio)'s 13F filing for Q4 2024, filed 31 Jan 2025.