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Clear Investment Research’s Union Pacific UNP Stock Holding History

Clear Investment Research’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
-23
Closed -$5.65K – 263
2023
Q4 		$5.65K Buy
+23
New +$5.06K 0.01% 202
2019
Q4 		– Sell
-7
Closed -$1K – 374
2019
Q3 		$1K Hold
7
– – ﹤0.01% 209
2019
Q2 		$1K Hold
7
– – ﹤0.01% 209
2019
Q1 		$1K Hold
7
– – ﹤0.01% 202
2018
Q4 		$1K Hold
7
– – ﹤0.01% 192
2018
Q3 		$1K Buy
+7
New +$1.05K ﹤0.01% 204

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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Clear Investment Research's UNP Position: Q1 2024 in Review

Clear Investment Research sold out of Union Pacific (UNP) in Q1 2024, closing a stake of 23 shares — an estimated $5.65K sold.

Clear Investment Research first reported a position in UNP in Q3 2018 and held it in 6 quarters. The position peaked at $5.65K in Q4 2023. 2,613 funds tracked by Wall St. Rank hold UNP as of Q1 2024.

  • Clear Investment Research reported no remaining Union Pacific position as of Q1 2024 after selling out during the quarter.
  • Clear Investment Research sold 23 Union Pacific shares in Q1 2024, an estimated $5.65K.
  • Clear Investment Research first reported a position in Union Pacific in Q3 2018 and held it in 6 quarters.
  • Clear Investment Research's Union Pacific position peaked at $5.65K in Q4 2023.
  • 2,613 funds tracked by Wall St. Rank held Union Pacific as of Q1 2024.

Based on Clear Investment Research's 13F filing for Q1 2024, filed 2 May 2024.