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Janiczek Wealth Management’s Union Pacific UNP Stock Holding History

Janiczek 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
Q2 		$260K Buy
1,148
+993
+641% +$233K 0.05% 148
2024
Q1 		$38.1K Hold
155
– – 0.01% 452
2023
Q4 		$38.1K Buy
155
+2
+1% +$440 0.01% 435
2023
Q3 		$31.2K Hold
153
– – 0.01% 442
2023
Q2 		$31.3K Buy
153
+17
+13% +$3.38K 0.01% 386
2023
Q1 		$27K Sell
136
-2
-1% -$405 0.01% 400
2022
Q4 		$29.6K Sell
138
-59
-30% -$12.1K 0.01% 392
2022
Q3 		$38K Buy
197
+49
+33% +$10.8K 0.01% 351
2022
Q2 		$34K Buy
148
+130
+722% +$29.6K 0.01% 369
2022
Q1 		$5K Hold
18
– – ﹤0.01% 675
2021
Q4 		$5K Hold
18
– – ﹤0.01% 716
2021
Q3 		$4K Sell
18
-10
-36% -$2.16K ﹤0.01% 740
2021
Q2 		$6K Buy
28
+5
+22% +$1.11K ﹤0.01% 647
2021
Q1 		$5K Buy
23
+7
+44% +$1.47K ﹤0.01% 648
2020
Q4 		$3K Buy
16
+13
+433% +$2.6K ﹤0.01% 658
2020
Q3 		$1K Sell
3
-21
-88% -$3.9K ﹤0.01% 616
2020
Q2 		$4K Buy
+24
New +$3.85K ﹤0.01% 216

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

Janiczek Wealth Management's UNP Position: Q2 2024 in Review

Janiczek Wealth Management increased its Union Pacific (UNP) stake by 641% in Q2 2024, buying an estimated $233K and bringing the position to 1,148 shares worth $260K. The position accounts for 0.05% of the portfolio, ranked #148.

Janiczek Wealth Management first reported a position in UNP in Q2 2020 and has held it in 17 quarters since. 2,561 funds tracked by Wall St. Rank hold UNP as of Q2 2024.

  • Janiczek Wealth Management held 1,148 shares of Union Pacific worth $260K as of Q2 2024.
  • Janiczek Wealth Management bought 993 Union Pacific shares in Q2 2024, an estimated $233K.
  • Union Pacific made up 0.05% of Janiczek Wealth Management's portfolio in Q2 2024, its #148 holding.
  • Janiczek Wealth Management first reported a position in Union Pacific in Q2 2020 and has held it in 17 quarters since.
  • 2,561 funds tracked by Wall St. Rank held Union Pacific as of Q2 2024.

Based on Janiczek Wealth Management's 13F filing for Q2 2024, filed 25 Jul 2024.