Delap Wealth Advisory’s Union Pacific UNP Stock Holding History

Delap Wealth Advisory’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	–	Sell	-1,175	Closed	-$289K	–	280
2024 Q1	$289K	Buy	+1,175	New	+$289K	0.12%	157

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Delap Wealth Advisory's UNP Position: Q2 2024 in Review

Delap Wealth Advisory sold out of Union Pacific (UNP) in Q2 2024, closing a stake of 1,175 shares — an estimated $289K sold.

Delap Wealth Advisory first reported a position in UNP in Q1 2024 and held it in 1 quarter. The position peaked at $289K in Q1 2024. 2,561 funds tracked by Wall St. Rank hold UNP as of Q2 2024.

Delap Wealth Advisory reported no remaining Union Pacific position as of Q2 2024 after selling out during the quarter.
Delap Wealth Advisory sold 1,175 Union Pacific shares in Q2 2024, an estimated $289K.
Delap Wealth Advisory first reported a position in Union Pacific in Q1 2024 and held it in 1 quarter.
Delap Wealth Advisory's Union Pacific position peaked at $289K in Q1 2024.
2,561 funds tracked by Wall St. Rank held Union Pacific as of Q2 2024.

Based on Delap Wealth Advisory's 13F filing for Q2 2024, filed 13 Aug 2024.