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Clear Point Advisors’s Union Pacific UNP Stock Holding History

Clear Point 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
-1
Closed -$264 – 504
2024
Q3 		$264 Hold
1
– – ﹤0.01% 526
2024
Q2 		$241 Hold
1
– – ﹤0.01% 526
2024
Q1 		$259 Hold
1
– – ﹤0.01% 522
2023
Q4 		$259 Buy
+1
New +$220 ﹤0.01% 506

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

Clear Point Advisors's UNP Position: Q4 2024 in Review

Clear Point Advisors sold out of Union Pacific (UNP) in Q4 2024, closing a stake of 1 share — an estimated $264 sold.

Clear Point Advisors first reported a position in UNP in Q4 2023 and held it in 4 quarters. The position peaked at $264 in Q3 2024. 2,695 funds tracked by Wall St. Rank hold UNP as of Q4 2024.

  • Clear Point Advisors reported no remaining Union Pacific position as of Q4 2024 after selling out during the quarter.
  • Clear Point Advisors sold 1 Union Pacific share in Q4 2024, an estimated $264.
  • Clear Point Advisors first reported a position in Union Pacific in Q4 2023 and held it in 4 quarters.
  • Clear Point Advisors's Union Pacific position peaked at $264 in Q3 2024.
  • 2,695 funds tracked by Wall St. Rank held Union Pacific as of Q4 2024.

Based on Clear Point Advisors's 13F filing for Q4 2024, filed 3 Feb 2025.