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McKinley Carter Wealth Services’s Union Pacific UNP Stock Holding History

McKinley Carter Wealth Services’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
-1,003
Closed -$246K – 312
2023
Q4 		$246K Sell
1,003
-403
-29% -$88.6K 0.02% 273
2023
Q3 		$286K Sell
1,406
-5,298
-79% -$1.15M 0.02% 250
2023
Q2 		$1.37M Buy
6,704
+117
+2% +$23.3K 0.1% 133
2023
Q1 		$1.33M Buy
6,587
+600
+10% +$122K 0.1% 128
2022
Q4 		$1.24M Buy
5,987
+1,316
+28% +$270K 0.11% 127
2022
Q3 		$910K Buy
4,671
+86
+2% +$19K 0.08% 136
2022
Q2 		$978K Buy
4,585
+485
+12% +$110K 0.09% 138
2022
Q1 		$1.12M Buy
+4,100
New +$1.04M 0.09% 137
2018
Q2 		– Sell
-140
Closed -$19K – 365
2018
Q1 		$19K Buy
+140
New +$18.8K 0.01% 334
2015
Q3 		– Sell
-3,419
Closed -$326K – 119
2015
Q2 		$326K Buy
3,419
+1,436
+72% +$150K 0.18% 100
2015
Q1 		$215K Buy
+1,983
New +$233K 0.14% 104

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

McKinley Carter Wealth Services's UNP Position: Q1 2024 in Review

McKinley Carter Wealth Services sold out of Union Pacific (UNP) in Q1 2024, closing a stake of 1,003 shares — an estimated $246K sold.

McKinley Carter Wealth Services first reported a position in UNP in Q1 2015 and held it in 11 quarters. The position peaked at $1.37M in Q2 2023. 2,613 funds tracked by Wall St. Rank hold UNP as of Q1 2024.

  • McKinley Carter Wealth Services reported no remaining Union Pacific position as of Q1 2024 after selling out during the quarter.
  • McKinley Carter Wealth Services sold 1,003 Union Pacific shares in Q1 2024, an estimated $246K.
  • McKinley Carter Wealth Services first reported a position in Union Pacific in Q1 2015 and held it in 11 quarters.
  • McKinley Carter Wealth Services's Union Pacific position peaked at $1.37M in Q2 2023.
  • 2,613 funds tracked by Wall St. Rank held Union Pacific as of Q1 2024.

Based on McKinley Carter Wealth Services's 13F filing for Q1 2024, filed 26 Apr 2024.