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GYL Financial Synergies’s Union Pacific UNP Stock Holding History

GYL Financial Synergies’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
Q3 		$5.79M Buy
23,483
+2,066
+10% +$501K 0.44% 56
2024
Q2 		$4.85M Buy
21,417
+2,066
+11% +$484K 0.37% 69
2024
Q1 		$4.76M Sell
19,351
-97
-0.5% -$23.9K 0.37% 66
2023
Q4 		$4.78M Buy
19,448
+279
+1% +$61.3K 0.4% 65
2023
Q3 		$3.9M Sell
19,169
-286
-1% -$62.3K 0.38% 64
2023
Q2 		$3.98M Buy
19,455
+8,029
+70% +$1.6M 0.36% 68
2023
Q1 		$2.3M Buy
11,426
+8,278
+263% +$1.68M 0.28% 74
2022
Q4 		$652K Buy
3,148
+78
+3% +$16K 0.14% 102
2022
Q3 		$598K Buy
3,070
+91
+3% +$20.1K 0.16% 86
2022
Q2 		$635K Sell
2,979
-132
-4% -$30K 0.17% 83
2022
Q1 		$850K Sell
3,111
-2,030
-39% -$513K 0.2% 66
2021
Q4 		$1.29M Sell
5,141
-626
-11% -$148K 0.35% 46
2021
Q3 		$1.13M Buy
5,767
+40
+0.7% +$8.64K 0.58% 36
2021
Q2 		$1.26M Buy
5,727
+196
+4% +$43.6K 0.65% 30
2021
Q1 		$1.22M Buy
5,531
+1,926
+53% +$404K 0.67% 30
2020
Q4 		$751K Buy
3,605
+75
+2% +$15K 0.43% 56
2020
Q3 		$695K Buy
3,530
+67
+2% +$12.5K 0.46% 51
2020
Q2 		$585K Buy
3,463
+15
+0.4% +$2.4K 0.42% 59
2020
Q1 		$486K Sell
3,448
-81
-2% -$13.4K 0.31% 62
2019
Q4 		$638K Buy
3,529
+8
+0.2% +$1.37K 0.28% 65
2019
Q3 		$570K Hold
3,521
– – 0.28% 67
2019
Q2 		$595K Buy
3,521
+100
+3% +$17.1K 0.31% 60
2019
Q1 		$572K Hold
3,421
– – 0.32% 59
2018
Q4 		$473K Buy
+3,421
New +$507K 0.34% 59

Other funds holding UNP

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

GYL Financial Synergies's UNP Position: Q3 2024 in Review

GYL Financial Synergies increased its Union Pacific (UNP) stake by 9.6% in Q3 2024, buying an estimated $501K and bringing the position to 23,483 shares worth $5.79M. The position accounts for 0.44% of the portfolio, ranked #56.

GYL Financial Synergies first reported a position in UNP in Q4 2018 and has held it in 24 quarters since. 2,612 funds tracked by Wall St. Rank hold UNP as of Q3 2024.

  • GYL Financial Synergies held 23,483 shares of Union Pacific worth $5.79M as of Q3 2024.
  • GYL Financial Synergies bought 2,066 Union Pacific shares in Q3 2024, an estimated $501K.
  • Union Pacific made up 0.44% of GYL Financial Synergies's portfolio in Q3 2024, its #56 holding.
  • GYL Financial Synergies first reported a position in Union Pacific in Q4 2018 and has held it in 24 quarters since.
  • 2,612 funds tracked by Wall St. Rank held Union Pacific as of Q3 2024.

Based on GYL Financial Synergies's 13F filing for Q3 2024, filed 7 Nov 2024.