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KLR Investment Advisors’s Union Pacific UNP Stock Holding History

KLR 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 		$706K Buy
3,011
+128
+4% +$31.5K 0.51% 47
2023
Q4 		$708K Buy
2,883
+199
+7% +$43.8K 0.51% 45
2023
Q3 		$540K Sell
2,684
-170
-6% -$37K 0.49% 55
2023
Q2 		$584K Buy
2,854
+66
+2% +$13.1K 0.48% 53
2023
Q1 		$561K Sell
2,788
-512
-16% -$104K 0.49% 56
2022
Q4 		$683K Buy
+3,300
New +$677K 0.56% 39

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

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

KLR Investment Advisors increased its Union Pacific (UNP) stake by 4.4% in Q1 2024, buying an estimated $31.5K and bringing the position to 3,011 shares worth $706K. The position accounts for 0.51% of the portfolio, ranked #47.

KLR Investment Advisors first reported a position in UNP in Q4 2022 and has held it in 6 quarters since. The position peaked at $708K in Q4 2023. 2,613 funds tracked by Wall St. Rank hold UNP as of Q1 2024.

  • KLR Investment Advisors held 3,011 shares of Union Pacific worth $706K as of Q1 2024.
  • KLR Investment Advisors bought 128 Union Pacific shares in Q1 2024, an estimated $31.5K.
  • Union Pacific made up 0.51% of KLR Investment Advisors's portfolio in Q1 2024, its #47 holding.
  • KLR Investment Advisors first reported a position in Union Pacific in Q4 2022 and has held it in 6 quarters since.
  • KLR Investment Advisors's Union Pacific position peaked at $708K in Q4 2023.
  • 2,613 funds tracked by Wall St. Rank held Union Pacific as of Q1 2024.

Based on KLR Investment Advisors's 13F filing for Q1 2024, filed 23 Apr 2024.