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Gray Wealth Management’s Union Pacific UNP Stock Holding History

Gray 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
Q4 		– Sell
-951
Closed -$234K – 140
2024
Q3 		$234K Hold
951
– – 0.09% 119
2024
Q2 		$215K Sell
951
-1
-0.1% -$234 0.09% 128
2024
Q1 		$234K Hold
952
– – 0.1% 119
2023
Q4 		$234K Buy
+952
New +$209K 0.11% 112
2023
Q1 		– Sell
-1,005
Closed -$208K – 127
2022
Q4 		$208K Buy
+1,005
New +$206K 0.12% 111
2022
Q3 		– Sell
-1,005
Closed -$214K – 113
2022
Q2 		$214K Hold
1,005
– – 0.13% 104
2022
Q1 		$275K Buy
+1,005
New +$254K 0.14% 93

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

Gray Wealth Management's UNP Position: Q4 2024 in Review

Gray Wealth Management sold out of Union Pacific (UNP) in Q4 2024, closing a stake of 951 shares — an estimated $234K sold.

Gray Wealth Management first reported a position in UNP in Q1 2022 and held it in 7 quarters. The position peaked at $275K in Q1 2022. 2,695 funds tracked by Wall St. Rank hold UNP as of Q4 2024.

  • Gray Wealth Management reported no remaining Union Pacific position as of Q4 2024 after selling out during the quarter.
  • Gray Wealth Management sold 951 Union Pacific shares in Q4 2024, an estimated $234K.
  • Gray Wealth Management first reported a position in Union Pacific in Q1 2022 and held it in 7 quarters.
  • Gray Wealth Management's Union Pacific position peaked at $275K in Q1 2022.
  • 2,695 funds tracked by Wall St. Rank held Union Pacific as of Q4 2024.

Based on Gray Wealth Management's 13F filing for Q4 2024, filed 10 Feb 2025.