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Monograph Wealth Advisors’s Union Pacific UNP Stock Holding History

Monograph Wealth 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
2024
Q2 		– Sell
-1,285
Closed -$316K – 156
2024
Q1 		$316K Sell
1,285
-79
-6% -$19.4K 0.05% 125
2023
Q4 		$335K Buy
1,364
+79
+6% +$17.4K 0.06% 79
2023
Q3 		$262K Buy
+1,285
New +$280K 0.05% 101

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

Monograph Wealth Advisors's UNP Position: Q2 2024 in Review

Monograph Wealth Advisors sold out of Union Pacific (UNP) in Q2 2024, closing a stake of 1,285 shares — an estimated $316K sold.

Monograph Wealth Advisors first reported a position in UNP in Q3 2023 and held it in 3 quarters. The position peaked at $335K in Q4 2023. 2,561 funds tracked by Wall St. Rank hold UNP as of Q2 2024.

  • Monograph Wealth Advisors reported no remaining Union Pacific position as of Q2 2024 after selling out during the quarter.
  • Monograph Wealth Advisors sold 1,285 Union Pacific shares in Q2 2024, an estimated $316K.
  • Monograph Wealth Advisors first reported a position in Union Pacific in Q3 2023 and held it in 3 quarters.
  • Monograph Wealth Advisors's Union Pacific position peaked at $335K in Q4 2023.
  • 2,561 funds tracked by Wall St. Rank held Union Pacific as of Q2 2024.

Based on Monograph Wealth Advisors's 13F filing for Q2 2024, filed 15 Aug 2024.