Denver PWM’s Union Pacific UNP Stock Holding History

Denver PWM’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 Q3	–	Sell	-8	Closed	-$1.81K	–	230
2024 Q2	$1.81K	Buy	+8	New	+$1.88K	﹤0.01%	203

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

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

Denver PWM's UNP Position: Q3 2024 in Review

Denver PWM sold out of Union Pacific (UNP) in Q3 2024, closing a stake of 8 shares — an estimated $1.81K sold.

Denver PWM first reported a position in UNP in Q2 2024 and held it in 1 quarter. The position peaked at $1.81K in Q2 2024. 2,606 funds tracked by Wall St. Rank hold UNP as of Q3 2024.

Denver PWM reported no remaining Union Pacific position as of Q3 2024 after selling out during the quarter.
Denver PWM sold 8 Union Pacific shares in Q3 2024, an estimated $1.81K.
Denver PWM first reported a position in Union Pacific in Q2 2024 and held it in 1 quarter.
Denver PWM's Union Pacific position peaked at $1.81K in Q2 2024.
2,606 funds tracked by Wall St. Rank held Union Pacific as of Q3 2024.

Based on Denver PWM's 13F filing for Q3 2024, filed 31 Oct 2024.