Buffington Mohr McNeal’s Union Pacific UNP Stock Holding History

Buffington Mohr McNeal’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
2025 Q1	$899K	Sell	3,807 -16	-0.4%	-$3.85K	0.18%	55
2024 Q4	$872K	Buy	3,823 +458	+14%	+$108K	0.14%	75
2024 Q3	$829K	Sell	3,365 -2	-0.1%	-$485	0.14%	80
2024 Q2	$762K	Buy	3,367 +13	+0.4%	+$3.05K	0.13%	79
2024 Q1	$825K	Sell	3,354 -45	-1%	-$11.1K	0.15%	77
2023 Q4	$835K	Buy	3,399 +87	+3%	+$19.1K	0.17%	73
2023 Q3	$674K	Sell	3,312 -15	-0.5%	-$3.27K	0.15%	79
2023 Q2	$681K	Sell	3,327 -165	-5%	-$32.8K	0.15%	80
2023 Q1	$703K	Buy	3,492 +100	+3%	+$20.3K	0.16%	85
2022 Q4	$702K	Hold	3,392	–	–	0.16%	84
2022 Q3	$661K	Buy	3,392 +165	+5%	+$36.5K	0.16%	85
2022 Q2	$688K	Sell	3,227 -15	-0.5%	-$3.41K	0.15%	85
2022 Q1	$886K	Buy	3,242 +127	+4%	+$32.1K	0.17%	78
2021 Q4	$785K	Hold	3,115	–	–	0.13%	88
2021 Q3	$611K	Sell	3,115 -810	-21%	-$175K	0.12%	85
2021 Q2	$863K	Sell	3,925 -25	-0.6%	-$5.57K	0.17%	80
2021 Q1	$871K	Sell	3,950 -225	-5%	-$47.2K	0.19%	75
2020 Q4	$869K	Hold	4,175	–	–	0.2%	72
2020 Q3	$822K	Hold	4,175	–	–	0.22%	71
2020 Q2	$706K	Sell	4,175 -140	-3%	-$22.4K	0.2%	76
2020 Q1	$609K	Buy	4,315 +140	+3%	+$23.1K	0.2%	72
2019 Q4	$755K	Hold	4,175	–	–	0.21%	74
2019 Q3	$676K	Hold	4,175	–	–	0.21%	78
2019 Q2	$706K	Hold	4,175	–	–	0.22%	75
2019 Q1	$698K	Hold	4,175	–	–	0.22%	77
2018 Q4	$577K	Sell	4,175 -139	-3%	-$20.6K	0.23%	82
2018 Q3	$702K	Buy	4,314 +114	+3%	+$17.2K	0.24%	76
2018 Q2	$595K	Hold	4,200	–	–	0.22%	78
2018 Q1	$565K	Sell	4,200 -64	-2%	-$8.61K	0.22%	77
2017 Q4	$572K	Hold	4,264	–	–	0.22%	82
2017 Q3	$499K	Sell	4,264 -100	-2%	-$10.7K	0.19%	89
2017 Q2	$475K	Hold	4,364	–	–	0.19%	93
2017 Q1	$462K	Sell	4,364 -92	-2%	-$9.81K	0.2%	84
2016 Q4	$462K	Hold	4,456	–	–	0.18%	82
2016 Q3	$434K	Sell	4,456 -36	-0.8%	-$3.37K	0.18%	85
2016 Q2	$392K	Sell	4,492 -200	-4%	-$16.9K	0.17%	90
2016 Q1	$373K	Buy	4,692 +292	+7%	+$22.6K	0.16%	98
2015 Q4	$344K	Buy	4,400 +400	+10%	+$34.3K	0.18%	77
2015 Q3	$354K	Hold	4,000	–	–	0.23%	47
2015 Q2	$381K	Hold	4,000	–	–	0.21%	52
2015 Q1	$433K	Hold	4,000	–	–	0.24%	52
2014 Q4	$477K	Hold	4,000	–	–	0.27%	43
2014 Q3	$434K	Hold	4,000	–	–	0.25%	46
2014 Q2	$399K	Hold	4,000	–	–	0.22%	46
2014 Q1	$375K	Hold	4,000	–	–	0.22%	46
2013 Q4	$336K	Sell	4,000 -260	-6%	-$20.6K	0.21%	46
2013 Q3	$331K	Hold	4,260	–	–	0.21%	48
2013 Q2	$329K	Buy	+4,260	New	+$321K	0.22%	50

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

JP Morgan Chase New York $1.56T AUM 27.86% 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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Buffington Mohr McNeal's UNP Position: Q1 2025 in Review

Buffington Mohr McNeal reduced its Union Pacific (UNP) stake by 0.42% in Q1 2025, selling an estimated $3.85K and leaving 3,807 shares worth $899K. The position accounts for 0.18% of the portfolio, ranked #55.

Buffington Mohr McNeal first reported a position in UNP in Q2 2013 and has held it in 48 quarters since. 2,695 funds tracked by Wall St. Rank hold UNP as of Q1 2025.

Buffington Mohr McNeal held 3,807 shares of Union Pacific worth $899K as of Q1 2025.
Buffington Mohr McNeal sold 16 Union Pacific shares in Q1 2025, an estimated $3.85K.
Union Pacific made up 0.18% of Buffington Mohr McNeal's portfolio in Q1 2025, its #55 holding.
Buffington Mohr McNeal first reported a position in Union Pacific in Q2 2013 and has held it in 48 quarters since.
2,695 funds tracked by Wall St. Rank held Union Pacific as of Q1 2025.

Based on Buffington Mohr McNeal's 13F filing for Q1 2025, filed 28 Apr 2025.