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Laidlaw Wealth Management’s Union Pacific UNP Stock Holding History

Laidlaw 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
Q1 		– Sell
-2,979
Closed -$732K – 242
2023
Q4 		$732K Sell
2,979
-73
-2% -$16.1K 0.27% 99
2023
Q3 		$622K Sell
3,052
-110,714
-97% -$24.1M 0.21% 120
2023
Q2 		$23.3M Sell
113,766
-386
-0.3% -$76.7K 4.55% 2
2023
Q1 		$23M Buy
114,152
+125
+0.1% +$25.3K 4.69% 2
2022
Q4 		$23.6M Sell
114,027
-137
-0.1% -$28.1K 5.06% 2
2022
Q3 		$22.2M Buy
114,164
+330
+0.3% +$73K 5.2% 2
2022
Q2 		$24.3M Sell
113,834
-358
-0.3% -$81.5K 4.95% 2
2022
Q1 		$31.2M Sell
114,192
-115
-0.1% -$29K 5.21% 2
2021
Q4 		$28.8M Buy
+114,307
New +$27.1M 4.6% 2
2021
Q1 		– Sell
-118,510
Closed -$24.7M – 353
2020
Q4 		$24.7M Buy
118,510
+116,571
+6,012% +$23.3M 5.2% 2
2020
Q3 		$382K Buy
1,939
+181
+10% +$33.6K 0.17% 128
2020
Q2 		$297K Buy
1,758
+64
+4% +$10.3K 0.16% 133
2020
Q1 		$239K Sell
1,694
-180
-10% -$29.8K 0.16% 131
2019
Q4 		$339K Buy
+1,874
New +$321K 0.21% 117

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

Laidlaw Wealth Management's UNP Position: Q1 2024 in Review

Laidlaw Wealth Management sold out of Union Pacific (UNP) in Q1 2024, closing a stake of 2,979 shares — an estimated $732K sold.

Laidlaw Wealth Management first reported a position in UNP in Q4 2019 and held it in 14 quarters. The position peaked at $31.2M in Q1 2022. 2,613 funds tracked by Wall St. Rank hold UNP as of Q1 2024.

  • Laidlaw Wealth Management reported no remaining Union Pacific position as of Q1 2024 after selling out during the quarter.
  • Laidlaw Wealth Management sold 2,979 Union Pacific shares in Q1 2024, an estimated $732K.
  • Laidlaw Wealth Management first reported a position in Union Pacific in Q4 2019 and held it in 14 quarters.
  • Laidlaw Wealth Management's Union Pacific position peaked at $31.2M in Q1 2022.
  • 2,613 funds tracked by Wall St. Rank held Union Pacific as of Q1 2024.

Based on Laidlaw Wealth Management's 13F filing for Q1 2024, filed 15 May 2024.