Cooper/Haims Advisors’s Union Pacific UNP Stock Holding History

Cooper/Haims 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	-923	Closed	-$228K	–	87
2024 Q3	$228K	Hold	923	–	–	0.13%	71
2024 Q2	$209K	Sell	923 -20	-2%	-$4.69K	0.12%	77
2024 Q1	$232K	Buy	943 +50	+6%	+$12.3K	0.13%	72
2023 Q4	$219K	Sell	893 -200	-18%	-$44K	0.12%	71
2023 Q3	$223K	Hold	1,093	–	–	0.17%	65
2023 Q2	$224K	Hold	1,093	–	–	0.17%	65
2023 Q1	$220K	Sell	1,093 -190	-15%	-$38.5K	0.18%	63
2022 Q4	$266K	Hold	1,283	–	–	0.19%	58
2022 Q3	$250K	Hold	1,283	–	–	0.21%	50
2022 Q2	$274K	Buy	1,283 +340	+36%	+$77.4K	0.18%	56
2022 Q1	$258K	Buy	+943	New	+$238K	0.17%	64
2021 Q3	–	Sell	-1,273	Closed	-$280K	–	90
2021 Q2	$280K	Buy	1,273 +155	+14%	+$34.5K	0.18%	64
2021 Q1	$246K	Buy	+1,118	New	+$235K	0.17%	61

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

Cooper/Haims Advisors's UNP Position: Q4 2024 in Review

Cooper/Haims Advisors sold out of Union Pacific (UNP) in Q4 2024, closing a stake of 923 shares — an estimated $228K sold.

Cooper/Haims Advisors first reported a position in UNP in Q1 2021 and held it in 13 quarters. The position peaked at $280K in Q2 2021. 2,695 funds tracked by Wall St. Rank hold UNP as of Q4 2024.

Cooper/Haims Advisors reported no remaining Union Pacific position as of Q4 2024 after selling out during the quarter.
Cooper/Haims Advisors sold 923 Union Pacific shares in Q4 2024, an estimated $228K.
Cooper/Haims Advisors first reported a position in Union Pacific in Q1 2021 and held it in 13 quarters.
Cooper/Haims Advisors's Union Pacific position peaked at $280K in Q2 2021.
2,695 funds tracked by Wall St. Rank held Union Pacific as of Q4 2024.

Based on Cooper/Haims Advisors's 13F filing for Q4 2024, filed 13 Feb 2025.