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Etesian Wealth Advisors’s Union Pacific UNP Stock Holding History

Etesian Wealth 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
-866
Closed -$213K – 146
2024
Q3 		$213K Buy
+866
New +$210K 0.1% 138

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

Etesian Wealth Advisors's UNP Position: Q4 2024 in Review

Etesian Wealth Advisors sold out of Union Pacific (UNP) in Q4 2024, closing a stake of 866 shares — an estimated $213K sold.

Etesian Wealth Advisors first reported a position in UNP in Q3 2024 and held it in 1 quarter. The position peaked at $213K in Q3 2024. 2,695 funds tracked by Wall St. Rank hold UNP as of Q4 2024.

  • Etesian Wealth Advisors reported no remaining Union Pacific position as of Q4 2024 after selling out during the quarter.
  • Etesian Wealth Advisors sold 866 Union Pacific shares in Q4 2024, an estimated $213K.
  • Etesian Wealth Advisors first reported a position in Union Pacific in Q3 2024 and held it in 1 quarter.
  • Etesian Wealth Advisors's Union Pacific position peaked at $213K in Q3 2024.
  • 2,695 funds tracked by Wall St. Rank held Union Pacific as of Q4 2024.

Based on Etesian Wealth Advisors's 13F filing for Q4 2024, filed 27 Jan 2025.