Granite Bay Wealth Management’s Union Pacific UNP Stock Holding History

Granite Bay Wealth 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 Q1	–	Sell	-26,520	Closed	-$5.68M	–	275
2023 Q4	$5.68M	Sell	26,520 -25,144	-49%	-$5.53M	0.05%	101
2023 Q3	$11.3M	Buy	+51,664	New	+$11.3M	0.11%	77
2023 Q2	–	Sell	-1,086	Closed	-$219K	–	73
2023 Q1	$219K	Hold	1,086	–	–	0.15%	73
2022 Q4	$225K	Buy	+1,086	New	+$223K	0.15%	60

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

Granite Bay Wealth Management's UNP Position: Q1 2024 in Review

Granite Bay Wealth Management sold out of Union Pacific (UNP) in Q1 2024, closing a stake of 26,520 shares — an estimated $5.68M sold.

Granite Bay Wealth Management first reported a position in UNP in Q4 2022 and held it in 4 quarters. The position peaked at $11.3M in Q3 2023. 2,613 funds tracked by Wall St. Rank hold UNP as of Q1 2024.

Granite Bay Wealth Management reported no remaining Union Pacific position as of Q1 2024 after selling out during the quarter.
Granite Bay Wealth Management sold 26,520 Union Pacific shares in Q1 2024, an estimated $5.68M.
Granite Bay Wealth Management first reported a position in Union Pacific in Q4 2022 and held it in 4 quarters.
Granite Bay Wealth Management's Union Pacific position peaked at $11.3M in Q3 2023.
2,613 funds tracked by Wall St. Rank held Union Pacific as of Q1 2024.

Based on Granite Bay Wealth Management's 13F filing for Q1 2024, filed 30 Apr 2024.