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Lynx Investment Advisory’s Union Pacific UNP Stock Holding History

Lynx Investment Advisory’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
Q3 		– Sell
-12
Closed -$2.71K – 734
2024
Q2 		$2.71K Buy
+12
New +$2.81K ﹤0.01% 536

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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Lynx Investment Advisory's UNP Position: Q3 2024 in Review

Lynx Investment Advisory sold out of Union Pacific (UNP) in Q3 2024, closing a stake of 12 shares — an estimated $2.71K sold.

Lynx Investment Advisory first reported a position in UNP in Q2 2024 and held it in 1 quarter. The position peaked at $2.71K in Q2 2024. 2,606 funds tracked by Wall St. Rank hold UNP as of Q3 2024.

  • Lynx Investment Advisory reported no remaining Union Pacific position as of Q3 2024 after selling out during the quarter.
  • Lynx Investment Advisory sold 12 Union Pacific shares in Q3 2024, an estimated $2.71K.
  • Lynx Investment Advisory first reported a position in Union Pacific in Q2 2024 and held it in 1 quarter.
  • Lynx Investment Advisory's Union Pacific position peaked at $2.71K in Q2 2024.
  • 2,606 funds tracked by Wall St. Rank held Union Pacific as of Q3 2024.

Based on Lynx Investment Advisory's 13F filing for Q3 2024, filed 4 Nov 2024.