L.M. Kohn & Company’s Union Pacific UNP Stock Holding History

L.M. Kohn & Company’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
2025 Q3	$473K	Sell	2,000 -2,674	-57%	-$603K	0.57%	51
2025 Q2	$1.08M	Sell	4,674 -220	-4%	-$48.8K	0.29%	65
2025 Q1	$1.16M	Sell	4,894 -76	-2%	-$18.3K	0.3%	60
2024 Q4	$1.13M	Buy	4,970 +55	+1%	+$13K	0.29%	64
2024 Q3	$1.21M	Buy	4,915 +202	+4%	+$49K	0.31%	65
2024 Q2	$1.07M	Sell	4,713 -63	-1%	-$14.8K	0.29%	66
2024 Q1	$1.17M	Sell	4,776 -19	-0.4%	-$4.68K	0.33%	57
2023 Q4	$1.18M	Buy	4,795 +610	+15%	+$134K	0.38%	56
2023 Q3	$852K	Hold	4,185	–	–	0.31%	71
2023 Q2	$856K	Buy	4,185 +720	+21%	+$143K	0.32%	73
2023 Q1	$697K	Sell	3,465 -129	-4%	-$26.1K	0.29%	80
2022 Q4	$744K	Sell	3,594 -76	-2%	-$15.6K	0.35%	69
2022 Q3	$716K	Buy	3,670 +15	+0.4%	+$3.32K	0.35%	70
2022 Q2	$780K	Buy	3,655 +160	+5%	+$36.4K	0.36%	70
2022 Q1	$955K	Buy	+3,495	New	+$882K	0.37%	65

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

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

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

Bank of America

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

JP Morgan Chase

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

Capital World Investors

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return

Capital Research Global Investors

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