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Legacy Edge Advisors’s Union Pacific UNP Stock Holding History

Legacy Edge 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
Q4 		– Sell
-864
Closed -$213K – 188
2024
Q3 		$213K Sell
864
-70
-7% -$17K 0.03% 175
2024
Q2 		$211K Buy
934
+53
+6% +$12.4K 0.04% 170
2024
Q1 		$217K Hold
881
– – 0.05% 159
2023
Q4 		$216K Buy
+881
New +$194K 0.05% 153

Other funds holding UNP

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Legacy Edge Advisors's UNP Position: Q4 2024 in Review

Legacy Edge Advisors sold out of Union Pacific (UNP) in Q4 2024, closing a stake of 864 shares — an estimated $213K sold.

Legacy Edge Advisors first reported a position in UNP in Q4 2023 and held it in 4 quarters. The position peaked at $217K in Q1 2024. 2,698 funds tracked by Wall St. Rank hold UNP as of Q4 2024.

  • Legacy Edge Advisors reported no remaining Union Pacific position as of Q4 2024 after selling out during the quarter.
  • Legacy Edge Advisors sold 864 Union Pacific shares in Q4 2024, an estimated $213K.
  • Legacy Edge Advisors first reported a position in Union Pacific in Q4 2023 and held it in 4 quarters.
  • Legacy Edge Advisors's Union Pacific position peaked at $217K in Q1 2024.
  • 2,698 funds tracked by Wall St. Rank held Union Pacific as of Q4 2024.

Based on Legacy Edge Advisors's 13F filing for Q4 2024, filed 17 Aug 2026.