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Lion Street Advisors’s Union Pacific UNP Stock Holding History

Lion Street 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
2025
Q3 		$1.25M Sell
5,166
-682
-12% -$154K 0.43% 39
2025
Q2 		$1.35M Sell
5,848
-8
-0.1% -$1.78K 0.41% 50
2025
Q1 		$1.38M Sell
5,856
-246
-4% -$59.2K 0.44% 47
2024
Q4 		$1.39M Buy
6,102
+1,944
+47% +$460K 0.44% 42
2024
Q3 		$1.02M Sell
4,158
-20
-0.5% -$4.85K 0.36% 60
2024
Q2 		$945K Buy
4,178
+161
+4% +$37.7K 0.35% 62
2024
Q1 		$986K Hold
4,017
– – 0.4% 48
2023
Q4 		$986K Sell
4,017
-2,003
-33% -$440K 0.4% 48
2023
Q3 		$1.23M Buy
6,020
+854
+17% +$186K 0.4% 45
2023
Q2 		$1.25M Sell
5,166
-581
-10% -$115K 0.42% 40
2023
Q1 		$1.16M Buy
5,747
+1,385
+32% +$281K 0.36% 46
2022
Q4 		$1.05M Buy
4,362
+36
+0.8% +$7.38K 0.55% 19
2022
Q3 		$845K Sell
4,326
-36
-0.8% -$7.97K 0.42% 29
2022
Q2 		$1.05M Sell
4,362
-1
-0% -$228 0.55% 19
2022
Q1 		$1.19M Sell
4,363
-1
-0% -$253 0.61% 15
2021
Q4 		$1.1M Buy
4,364
+2
+0% +$474 0.54% 19
2021
Q3 		$856K Buy
+4,362
New +$942K 0.46% 29
2020
Q2 		– Sell
-140
Closed -$20K – 391
2020
Q1 		$20K Buy
+140
New +$23.1K 0.11% 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
Morgan Stanley
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
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