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Milestone Investment Advisors’s Union Pacific UNP Stock Holding History

Milestone Investment 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
2023
Q4 		– Sell
-570
Closed -$116K – 422
2023
Q3 		$116K Buy
+570
New +$124K 0.03% 137
2023
Q2 		– Sell
-610
Closed -$123K – 417
2023
Q1 		$123K Buy
+610
New +$124K 0.04% 131

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
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
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
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Milestone Investment Advisors's UNP Position: Q4 2023 in Review

Milestone Investment Advisors sold out of Union Pacific (UNP) in Q4 2023, closing a stake of 570 shares — an estimated $116K sold.

Milestone Investment Advisors first reported a position in UNP in Q1 2023 and held it in 2 quarters. The position peaked at $123K in Q1 2023. 2,573 funds tracked by Wall St. Rank hold UNP as of Q4 2023.

  • Milestone Investment Advisors reported no remaining Union Pacific position as of Q4 2023 after selling out during the quarter.
  • Milestone Investment Advisors sold 570 Union Pacific shares in Q4 2023, an estimated $116K.
  • Milestone Investment Advisors first reported a position in Union Pacific in Q1 2023 and held it in 2 quarters.
  • Milestone Investment Advisors's Union Pacific position peaked at $123K in Q1 2023.
  • 2,573 funds tracked by Wall St. Rank held Union Pacific as of Q4 2023.

Based on Milestone Investment Advisors's 13F filing for Q4 2023, filed 9 Feb 2024.