Claris Advisors’s Union Pacific UNP Stock Holding History

Claris Advisors’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	-13	Closed	-$3.2K	–	1091
2024 Q3	$3.2K	Buy	+13	New	+$3.15K	﹤0.01%	303

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

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

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 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 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

Claris Advisors's UNP Position: Q4 2024 in Review

Claris Advisors sold out of Union Pacific (UNP) in Q4 2024, closing a stake of 13 shares — an estimated $3.2K sold.

Claris Advisors first reported a position in UNP in Q3 2024 and held it in 1 quarter. The position peaked at $3.2K in Q3 2024. 2,695 funds tracked by Wall St. Rank hold UNP as of Q4 2024.

Claris Advisors reported no remaining Union Pacific position as of Q4 2024 after selling out during the quarter.
Claris Advisors sold 13 Union Pacific shares in Q4 2024, an estimated $3.2K.
Claris Advisors first reported a position in Union Pacific in Q3 2024 and held it in 1 quarter.
Claris Advisors's Union Pacific position peaked at $3.2K in Q3 2024.
2,695 funds tracked by Wall St. Rank held Union Pacific as of Q4 2024.

Based on Claris Advisors's 13F filing for Q4 2024, filed 7 Feb 2025.