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Gerber Kawasaki Wealth & Investment Management’s Union Pacific UNP Stock Holding History

Gerber Kawasaki Wealth & Investment Management’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
-868
Closed -$214K – 301
2024
Q1 		$214K Buy
868
+30
+4% +$7.38K 0.01% 259
2023
Q4 		$206K Sell
838
-156
-16% -$34.3K 0.01% 245
2023
Q3 		$202K Sell
994
-198
-17% -$43.1K 0.01% 241
2023
Q2 		$244K Sell
1,192
-74
-6% -$14.7K 0.02% 226
2023
Q1 		$255K Sell
1,266
-200
-14% -$40.5K 0.02% 213
2022
Q4 		$304K Sell
1,466
-143
-9% -$29.3K 0.03% 197
2022
Q3 		$313K Buy
1,609
+224
+16% +$49.6K 0.03% 177
2022
Q2 		$295K Buy
1,385
+77
+6% +$17.5K 0.03% 192
2022
Q1 		$357K Sell
1,308
-318
-20% -$80.3K 0.03% 183
2021
Q4 		$409K Buy
1,626
+81
+5% +$19.2K 0.03% 178
2021
Q3 		$302K Buy
+1,545
New +$334K 0.04% 141

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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Gerber Kawasaki Wealth & Investment Management's UNP Position: Q2 2024 in Review

Gerber Kawasaki Wealth & Investment Management sold out of Union Pacific (UNP) in Q2 2024, closing a stake of 868 shares — an estimated $214K sold.

Gerber Kawasaki Wealth & Investment Management first reported a position in UNP in Q3 2021 and held it in 11 quarters. The position peaked at $409K in Q4 2021. 2,562 funds tracked by Wall St. Rank hold UNP as of Q2 2024.

  • Gerber Kawasaki Wealth & Investment Management reported no remaining Union Pacific position as of Q2 2024 after selling out during the quarter.
  • Gerber Kawasaki Wealth & Investment Management sold 868 Union Pacific shares in Q2 2024, an estimated $214K.
  • Gerber Kawasaki Wealth & Investment Management first reported a position in Union Pacific in Q3 2021 and held it in 11 quarters.
  • Gerber Kawasaki Wealth & Investment Management's Union Pacific position peaked at $409K in Q4 2021.
  • 2,562 funds tracked by Wall St. Rank held Union Pacific as of Q2 2024.

Based on Gerber Kawasaki Wealth & Investment Management's 13F filing for Q2 2024, filed 13 Aug 2024.