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Clear Rock Advisors’s Union Pacific UNP Stock Holding History

Clear Rock 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
Q2 		$266K Hold
1,175
– – 0.11% 63
2024
Q1 		$289K Hold
1,175
– – 0.13% 61
2023
Q4 		$293K Buy
+1,175
New +$258K 0.13% 61

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 Rock Advisors's UNP Position: Q2 2024 in Review

Clear Rock Advisors held its Union Pacific (UNP) position steady in Q2 2024 at 1,175 shares worth $266K. The position accounts for 0.11% of the portfolio, ranked #63.

Clear Rock Advisors first reported a position in UNP in Q4 2023 and has held it in 3 quarters since. The position peaked at $293K in Q4 2023. 2,561 funds tracked by Wall St. Rank hold UNP as of Q2 2024.

  • Clear Rock Advisors held 1,175 shares of Union Pacific worth $266K as of Q2 2024.
  • Clear Rock Advisors left its Union Pacific share count unchanged in Q2 2024.
  • Union Pacific made up 0.11% of Clear Rock Advisors's portfolio in Q2 2024, its #63 holding.
  • Clear Rock Advisors first reported a position in Union Pacific in Q4 2023 and has held it in 3 quarters since.
  • Clear Rock Advisors's Union Pacific position peaked at $293K in Q4 2023.
  • 2,561 funds tracked by Wall St. Rank held Union Pacific as of Q2 2024.

Based on Clear Rock Advisors's 13F filing for Q2 2024, filed 3 Sep 2024.