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Geller Advisors’s Union Pacific UNP Stock Holding History

Geller 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 		$500K Buy
2,192
+3
+0.1% +$710 0.03% 134
2024
Q3 		$540K Sell
2,189
-1,090
-33% -$264K 0.04% 134
2024
Q2 		$742K Buy
3,279
+16
+0.5% +$3.75K 0.06% 100
2024
Q1 		$802K Buy
3,263
+59
+2% +$14.5K 0.07% 89
2023
Q4 		$787K Sell
3,204
-3
-0.1% -$660 0.08% 82
2023
Q3 		$653K Buy
3,207
+1
+0% +$218 0.08% 82
2023
Q2 		$656K Buy
3,206
+1,973
+160% +$392K 0.08% 82
2023
Q1 		$248K Sell
1,233
-159
-11% -$32.2K 0.04% 145
2022
Q4 		$288K Buy
1,392
+51
+4% +$10.5K 0.05% 99
2022
Q3 		$261K Buy
1,341
+281
+27% +$62.2K 0.06% 96
2022
Q2 		$226K Hold
1,060
– – 0.05% 121
2022
Q1 		$290K Buy
1,060
+265
+33% +$66.9K 0.05% 115
2021
Q4 		$200K Buy
+795
New +$188K 0.04% 177
2015
Q1 		– Sell
-1,804
Closed -$215K – 43
2014
Q4 		$215K Sell
1,804
-631
-26% -$72.4K 0.12% 35
2014
Q3 		$264K Buy
2,435
+395
+19% +$40.9K 0.15% 33
2014
Q2 		$203K Buy
+2,040
New +$198K 0.14% 24

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

Geller Advisors's UNP Position: Q4 2024 in Review

Geller Advisors increased its Union Pacific (UNP) stake by 0.14% in Q4 2024, buying an estimated $710 and bringing the position to 2,192 shares worth $500K. The position accounts for 0.03% of the portfolio, ranked #134.

Geller Advisors first reported a position in UNP in Q2 2014 and has held it in 16 quarters since. The position peaked at $802K in Q1 2024. 2,695 funds tracked by Wall St. Rank hold UNP as of Q4 2024.

  • Geller Advisors held 2,192 shares of Union Pacific worth $500K as of Q4 2024.
  • Geller Advisors bought 3 Union Pacific shares in Q4 2024, an estimated $710.
  • Union Pacific made up 0.03% of Geller Advisors's portfolio in Q4 2024, its #134 holding.
  • Geller Advisors first reported a position in Union Pacific in Q2 2014 and has held it in 16 quarters since.
  • Geller Advisors's Union Pacific position peaked at $802K in Q1 2024.
  • 2,695 funds tracked by Wall St. Rank held Union Pacific as of Q4 2024.

Based on Geller Advisors's 13F filing for Q4 2024, filed 14 Feb 2025.