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IPG Investment Advisors’s Union Pacific UNP Stock Holding History

IPG Investment Advisors’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
-3,324
Closed -$816K – 219
2023
Q4 		$816K Sell
3,324
-12
-0.4% -$2.64K 0.16% 84
2023
Q3 		$679K Sell
3,336
-35
-1% -$7.62K 0.15% 86
2023
Q2 		$690K Buy
3,371
+7
+0.2% +$1.39K 0.15% 90
2023
Q1 		$677K Buy
+3,364
New +$682K 0.15% 79
2015
Q2 		– Sell
-2,000
Closed -$217K – 140
2015
Q1 		$217K Sell
2,000
-500
-20% -$58.7K 0.08% 111
2014
Q4 		$298K Buy
+2,500
New +$287K 0.12% 90

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

IPG Investment Advisors's UNP Position: Q1 2024 in Review

IPG Investment Advisors sold out of Union Pacific (UNP) in Q1 2024, closing a stake of 3,324 shares — an estimated $816K sold.

IPG Investment Advisors first reported a position in UNP in Q4 2014 and held it in 6 quarters. The position peaked at $816K in Q4 2023. 2,613 funds tracked by Wall St. Rank hold UNP as of Q1 2024.

  • IPG Investment Advisors reported no remaining Union Pacific position as of Q1 2024 after selling out during the quarter.
  • IPG Investment Advisors sold 3,324 Union Pacific shares in Q1 2024, an estimated $816K.
  • IPG Investment Advisors first reported a position in Union Pacific in Q4 2014 and held it in 6 quarters.
  • IPG Investment Advisors's Union Pacific position peaked at $816K in Q4 2023.
  • 2,613 funds tracked by Wall St. Rank held Union Pacific as of Q1 2024.

Based on IPG Investment Advisors's 13F filing for Q1 2024, filed 15 May 2024.