Clear Creek Financial Management’s Union Pacific UNP Stock Holding History

Clear Creek Financial 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 Q1	–	Sell	-1,015	Closed	-$239K	–	435
2023 Q4	$239K	Buy	1,015 +52	+5%	+$11.4K	0.04%	291
2023 Q3	$203K	Sell	963 -87	-8%	-$18.9K	0.04%	293
2023 Q2	$215K	Buy	1,050 +10	+1%	+$1.99K	0.04%	295
2023 Q1	$209K	Buy	+1,040	New	+$211K	0.04%	275
2022 Q4	–	Sell	-1,080	Closed	-$210K	–	310
2022 Q3	$210K	Sell	1,080 -33	-3%	-$7.3K	0.05%	251
2022 Q2	$237K	Hold	1,113	–	–	0.05%	249
2022 Q1	$304K	Buy	1,113 +22	+2%	+$5.55K	0.05%	247
2021 Q4	$275K	Buy	1,091 +44	+4%	+$10.4K	0.04%	264
2021 Q3	$205K	Buy	1,047 +19	+2%	+$4.1K	0.03%	296
2021 Q2	$226K	Buy	+1,028	New	+$229K	0.04%	279

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

Clear Creek Financial Management's UNP Position: Q1 2024 in Review

Clear Creek Financial Management sold out of Union Pacific (UNP) in Q1 2024, closing a stake of 1,015 shares — an estimated $239K sold.

Clear Creek Financial Management first reported a position in UNP in Q2 2021 and held it in 10 quarters. The position peaked at $304K in Q1 2022. 2,613 funds tracked by Wall St. Rank hold UNP as of Q1 2024.

Clear Creek Financial Management reported no remaining Union Pacific position as of Q1 2024 after selling out during the quarter.
Clear Creek Financial Management sold 1,015 Union Pacific shares in Q1 2024, an estimated $239K.
Clear Creek Financial Management first reported a position in Union Pacific in Q2 2021 and held it in 10 quarters.
Clear Creek Financial Management's Union Pacific position peaked at $304K in Q1 2022.
2,613 funds tracked by Wall St. Rank held Union Pacific as of Q1 2024.

Based on Clear Creek Financial Management's 13F filing for Q1 2024, filed 26 Apr 2024.