LSAG
UNP icon

Lake Street Advisors Group’s Union Pacific UNP Stock Holding History

Lake Street Advisors Group’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
Q4 		$1.85M Buy
8,125
+68
+0.8% +$16.1K 0.09% 145
2024
Q3 		$1.99M Buy
8,057
+168
+2% +$40.7K 0.09% 128
2024
Q2 		$1.78M Buy
7,889
+135
+2% +$31.6K 0.09% 142
2024
Q1 		$1.91M Buy
7,754
+298
+4% +$73.3K 0.09% 148
2023
Q4 		$1.83M Buy
+7,456
New +$1.64M 0.09% 145
2021
Q3 		– Sell
-5,617
Closed -$1.28M – 411
2021
Q2 		$1.28M Buy
5,617
+15
+0.3% +$3.34K 0.09% 97
2021
Q1 		$1.24M Sell
5,602
-432
-7% -$90.7K 0.1% 87
2020
Q4 		$1.26M Sell
6,034
-90
-1% -$18K 0.1% 82
2020
Q3 		$1.21M Buy
6,124
+363
+6% +$67.5K 0.11% 79
2020
Q2 		$974K Buy
5,761
+1,043
+22% +$167K 0.1% 82
2020
Q1 		$665K Buy
4,718
+861
+22% +$142K 0.08% 95
2019
Q4 		$697K Buy
3,857
+31
+0.8% +$5.31K 0.07% 94
2019
Q3 		$589K Sell
3,826
-173
-4% -$29.1K 0.06% 88
2019
Q2 		$676K Buy
3,999
+303
+8% +$51.9K 0.07% 80
2019
Q1 		$618K Buy
3,696
+274
+8% +$44.1K 0.06% 87
2018
Q4 		$473K Buy
3,422
+23
+0.7% +$3.41K 0.06% 98
2018
Q3 		$553K Sell
3,399
-1,942
-36% -$292K 0.06% 85
2018
Q2 		$757K Sell
5,341
-12
-0.2% -$1.67K 0.08% 109
2018
Q1 		$720K Sell
5,353
-262
-5% -$35.3K 0.08% 93
2017
Q4 		$753K Buy
+5,615
New +$677K 0.09% 97

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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Lake Street Advisors Group's UNP Position: Q4 2024 in Review

Lake Street Advisors Group increased its Union Pacific (UNP) stake by 0.84% in Q4 2024, buying an estimated $16.1K and bringing the position to 8,125 shares worth $1.85M. The position accounts for 0.09% of the portfolio, ranked #145.

Lake Street Advisors Group first reported a position in UNP in Q4 2017 and has held it in 20 quarters since. The position peaked at $1.99M in Q3 2024. 2,696 funds tracked by Wall St. Rank hold UNP as of Q4 2024.

  • Lake Street Advisors Group held 8,125 shares of Union Pacific worth $1.85M as of Q4 2024.
  • Lake Street Advisors Group bought 68 Union Pacific shares in Q4 2024, an estimated $16.1K.
  • Union Pacific made up 0.09% of Lake Street Advisors Group's portfolio in Q4 2024, its #145 holding.
  • Lake Street Advisors Group first reported a position in Union Pacific in Q4 2017 and has held it in 20 quarters since.
  • Lake Street Advisors Group's Union Pacific position peaked at $1.99M in Q3 2024.
  • 2,696 funds tracked by Wall St. Rank held Union Pacific as of Q4 2024.

Based on Lake Street Advisors Group's 13F filing for Q4 2024, filed 4 Feb 2025.