Householder Group Estate & Retirement Specialist’s Union Pacific UNP Stock Holding History

Householder Group Estate & Retirement Specialist’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	$59K	Sell	259 -1,542	-86%	-$365K	0.04%	202
2024 Q3	$443K	Sell	1,801 -930	-34%	-$226K	0.13%	150
2024 Q2	$618K	Buy	2,731 +99	+4%	+$23.2K	0.17%	113
2024 Q1	$647K	Buy	2,632 +8	+0.3%	+$1.97K	0.19%	105
2023 Q4	$644K	Sell	2,624 -100	-4%	-$22K	0.21%	96
2023 Q3	$555K	Buy	+2,724	New	+$593K	0.2%	99
2023 Q1	$584K	Buy	+2,902	New	+$588K	0.22%	94
2022 Q4	–	Sell	-2,207	Closed	-$430K	–	1082
2022 Q3	$430K	Sell	2,207 -31	-1%	-$6.86K	0.18%	119
2022 Q2	$477K	Buy	2,238 +11	+0.5%	+$2.5K	0.21%	117
2022 Q1	$608K	Sell	2,227 -22	-1%	-$5.55K	0.25%	105
2021 Q4	$567K	Buy	+2,249	New	+$533K	0.21%	118

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Householder Group Estate & Retirement Specialist's UNP Position: Q4 2024 in Review

Householder Group Estate & Retirement Specialist reduced its Union Pacific (UNP) stake by 86% in Q4 2024, selling an estimated $365K and leaving 259 shares worth $59K. The position accounts for 0.04% of the portfolio, ranked #202.

Householder Group Estate & Retirement Specialist first reported a position in UNP in Q4 2021 and has held it in 11 quarters since. The position peaked at $647K in Q1 2024. 2,696 funds tracked by Wall St. Rank hold UNP as of Q4 2024.

Householder Group Estate & Retirement Specialist held 259 shares of Union Pacific worth $59K as of Q4 2024.
Householder Group Estate & Retirement Specialist sold 1,542 Union Pacific shares in Q4 2024, an estimated $365K.
Union Pacific made up 0.04% of Householder Group Estate & Retirement Specialist's portfolio in Q4 2024, its #202 holding.
Householder Group Estate & Retirement Specialist first reported a position in Union Pacific in Q4 2021 and has held it in 11 quarters since.
Householder Group Estate & Retirement Specialist's Union Pacific position peaked at $647K in Q1 2024.
2,696 funds tracked by Wall St. Rank held Union Pacific as of Q4 2024.

Based on Householder Group Estate & Retirement Specialist's 13F filing for Q4 2024, filed 15 Jan 2025.