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Mittelman Wealth Management’s Union Pacific UNP Stock Holding History

Mittelman Wealth Management’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
-6,271
Closed -$1.42M – 66
2024
Q2 		$1.42M Sell
6,271
-92
-1% -$21.6K 0.92% 27
2024
Q1 		$1.56M Buy
+6,363
New +$1.57M 1.06% 25

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

Mittelman Wealth Management's UNP Position: Q3 2024 in Review

Mittelman Wealth Management sold out of Union Pacific (UNP) in Q3 2024, closing a stake of 6,271 shares — an estimated $1.42M sold.

Mittelman Wealth Management first reported a position in UNP in Q1 2024 and held it in 2 quarters. The position peaked at $1.56M in Q1 2024. 2,606 funds tracked by Wall St. Rank hold UNP as of Q3 2024.

  • Mittelman Wealth Management reported no remaining Union Pacific position as of Q3 2024 after selling out during the quarter.
  • Mittelman Wealth Management sold 6,271 Union Pacific shares in Q3 2024, an estimated $1.42M.
  • Mittelman Wealth Management first reported a position in Union Pacific in Q1 2024 and held it in 2 quarters.
  • Mittelman Wealth Management's Union Pacific position peaked at $1.56M in Q1 2024.
  • 2,606 funds tracked by Wall St. Rank held Union Pacific as of Q3 2024.

Based on Mittelman Wealth Management's 13F filing for Q3 2024, filed 18 Nov 2024.