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DCM Advisors’s Union Pacific UNP Stock Holding History

DCM 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
-1,503
Closed -$370K – 50
2024
Q3 		$370K Hold
1,503
– – 0.19% 46
2024
Q2 		$340K Sell
1,503
-2,571
-63% -$603K 0.18% 47
2024
Q1 		$1M Sell
4,074
-3,678
-47% -$905K 0.41% 39
2023
Q4 		$1.9M Sell
7,752
-132
-2% -$29K 0.68% 37
2023
Q3 		$1.61M Sell
7,884
-560
-7% -$122K 0.73% 36
2023
Q2 		$1.73M Sell
8,444
-117
-1% -$23.3K 0.74% 37
2023
Q1 		$1.72M Sell
8,561
-54
-0.6% -$10.9K 0.8% 36
2022
Q4 		$1.78M Sell
8,615
-1,449
-14% -$297K 0.87% 37
2022
Q3 		$1.96M Buy
10,064
+66
+0.7% +$14.6K 0.98% 26
2022
Q2 		$2.13M Buy
9,998
+2,057
+26% +$468K 0.92% 27
2022
Q1 		$2.17M Sell
7,941
-920
-10% -$232K 0.77% 33
2021
Q4 		$2.23M Buy
+8,861
New +$2.1M 0.66% 35

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

DCM Advisors's UNP Position: Q4 2024 in Review

DCM Advisors sold out of Union Pacific (UNP) in Q4 2024, closing a stake of 1,503 shares — an estimated $370K sold.

DCM Advisors first reported a position in UNP in Q4 2021 and held it in 12 quarters. The position peaked at $2.23M in Q4 2021. 2,695 funds tracked by Wall St. Rank hold UNP as of Q4 2024.

  • DCM Advisors reported no remaining Union Pacific position as of Q4 2024 after selling out during the quarter.
  • DCM Advisors sold 1,503 Union Pacific shares in Q4 2024, an estimated $370K.
  • DCM Advisors first reported a position in Union Pacific in Q4 2021 and held it in 12 quarters.
  • DCM Advisors's Union Pacific position peaked at $2.23M in Q4 2021.
  • 2,695 funds tracked by Wall St. Rank held Union Pacific as of Q4 2024.

Based on DCM Advisors's 13F filing for Q4 2024, filed 18 Feb 2025.