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Institutional & Family Asset Management’s Union Pacific UNP Stock Holding History

Institutional & Family Asset 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 		$270K Buy
1,195
+8
+0.7% +$1.88K 0.04% 137
2024
Q1 		$292K Buy
1,187
+1
+0.1% +$246 0.05% 129
2023
Q4 		$291K Buy
1,186
+17
+1% +$3.74K 0.05% 130
2023
Q3 		$238K Buy
1,169
+119
+11% +$25.9K 0.04% 136
2023
Q2 		$215K Buy
1,050
+3
+0.3% +$596 0.03% 140
2023
Q1 		$211K Buy
1,047
+3
+0.3% +$608 0.03% 139
2022
Q4 		$216K Buy
1,044
+2
+0.2% +$410 0.04% 137
2022
Q3 		$203K Buy
1,042
+3
+0.3% +$664 0.04% 137
2022
Q2 		$222K Buy
1,039
+2
+0.2% +$455 0.04% 133
2022
Q1 		$283K Buy
1,037
+92
+10% +$23.2K 0.04% 134
2021
Q4 		$238K Sell
945
-78
-8% -$18.5K 0.04% 146
2021
Q3 		$200K Hold
1,023
– – 0.03% 179
2021
Q2 		$225K Hold
1,023
– – 0.04% 162
2021
Q1 		$225K Buy
1,023
+8
+0.8% +$1.68K 0.04% 175
2020
Q4 		$211K Buy
1,015
+4
+0.4% +$799 0.04% 179
2020
Q3 		$199K Sell
1,011
-1,200
-54% -$223K 0.05% 171
2020
Q2 		$374K Hold
2,211
– – 0.08% 123
2020
Q1 		$312K Buy
2,211
+1
+0% +$165 0.07% 125
2019
Q4 		$400K Sell
2,210
-56
-2% -$9.59K 0.08% 134
2019
Q3 		$367K Hold
2,266
– – 0.08% 130
2019
Q2 		$383K Buy
2,266
+13
+0.6% +$2.23K 0.08% 129
2019
Q1 		$377K Buy
2,253
+5
+0.2% +$805 0.08% 135
2018
Q4 		$311K Buy
2,248
+1
+0% +$148 0.07% 132
2018
Q3 		$366K Sell
2,247
-4
-0.2% -$602 0.07% 146
2018
Q2 		$319K Buy
2,251
+75
+3% +$10.5K 0.07% 149
2018
Q1 		$293K Sell
2,176
-30
-1% -$4.04K 0.06% 146
2017
Q4 		$296K Buy
2,206
+82
+4% +$9.89K 0.06% 141
2017
Q3 		$246K Buy
+2,124
New +$228K 0.05% 159

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 $298B AUM 21.96% 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

Institutional & Family Asset Management's UNP Position: Q2 2024 in Review

Institutional & Family Asset Management increased its Union Pacific (UNP) stake by 0.67% in Q2 2024, buying an estimated $1.88K and bringing the position to 1,195 shares worth $270K. The position accounts for 0.04% of the portfolio, ranked #137.

Institutional & Family Asset Management first reported a position in UNP in Q3 2017 and has held it in 28 quarters since. The position peaked at $400K in Q4 2019. 2,561 funds tracked by Wall St. Rank hold UNP as of Q2 2024.

  • Institutional & Family Asset Management held 1,195 shares of Union Pacific worth $270K as of Q2 2024.
  • Institutional & Family Asset Management bought 8 Union Pacific shares in Q2 2024, an estimated $1.88K.
  • Union Pacific made up 0.04% of Institutional & Family Asset Management's portfolio in Q2 2024, its #137 holding.
  • Institutional & Family Asset Management first reported a position in Union Pacific in Q3 2017 and has held it in 28 quarters since.
  • Institutional & Family Asset Management's Union Pacific position peaked at $400K in Q4 2019.
  • 2,561 funds tracked by Wall St. Rank held Union Pacific as of Q2 2024.

Based on Institutional & Family Asset Management's 13F filing for Q2 2024, filed 5 Jul 2024.