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Cedar Wealth Management’s Union Pacific UNP Stock Holding History

Cedar Wealth Management’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 		– Sell
-84
Closed -$20.7K – 249
2024
Q3 		$20.7K Hold
84
– – 0.01% 186
2024
Q2 		$19K Hold
84
– – 0.01% 203
2024
Q1 		$20.7K Buy
+84
New +$20.7K 0.01% 213
2018
Q3 		– Sell
-65
Closed -$9K – 227
2018
Q2 		$9K Buy
+65
New +$9.06K 0.01% 127

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

Cedar Wealth Management's UNP Position: Q4 2024 in Review

Cedar Wealth Management sold out of Union Pacific (UNP) in Q4 2024, closing a stake of 84 shares — an estimated $20.7K sold.

Cedar Wealth Management first reported a position in UNP in Q2 2018 and held it in 4 quarters. The position peaked at $20.7K in Q3 2024. 2,695 funds tracked by Wall St. Rank hold UNP as of Q4 2024.

  • Cedar Wealth Management reported no remaining Union Pacific position as of Q4 2024 after selling out during the quarter.
  • Cedar Wealth Management sold 84 Union Pacific shares in Q4 2024, an estimated $20.7K.
  • Cedar Wealth Management first reported a position in Union Pacific in Q2 2018 and held it in 4 quarters.
  • Cedar Wealth Management's Union Pacific position peaked at $20.7K in Q3 2024.
  • 2,695 funds tracked by Wall St. Rank held Union Pacific as of Q4 2024.

Based on Cedar Wealth Management's 13F filing for Q4 2024, filed 11 Feb 2025.