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Naples Money Management’s Union Pacific UNP Stock Holding History

Naples Money 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 		$1.48K Buy
+6
New +$1.46K ﹤0.01% 325
2024
Q1 		– Sell
-12,112
Closed -$2.97M – 449
2023
Q4 		$2.97M Buy
+12,112
New +$2.66M 2.78% 9

Other funds holding UNP

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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 $315B AUM 27.84% 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

Naples Money Management's UNP Position: Q3 2024 in Review

Naples Money Management opened a new position in Union Pacific (UNP) in Q3 2024: 6 shares worth $1.48K. The stake represents ﹤0.01% of the portfolio and ranks #325 among its holdings. This is a return to the name: Naples Money Management previously reported a position in UNP as recently as Q4 2023.

Naples Money Management first reported a position in UNP in Q4 2023 and has held it in 2 quarters since. The position peaked at $2.97M in Q4 2023. 2,609 funds tracked by Wall St. Rank hold UNP as of Q3 2024.

  • Naples Money Management held 6 shares of Union Pacific worth $1.48K as of Q3 2024.
  • Union Pacific was a new Naples Money Management position in Q3 2024.
  • Union Pacific made up ﹤0.01% of Naples Money Management's portfolio in Q3 2024, its #325 holding.
  • Naples Money Management first reported a position in Union Pacific in Q4 2023 and has held it in 2 quarters since.
  • Naples Money Management's Union Pacific position peaked at $2.97M in Q4 2023.
  • 2,609 funds tracked by Wall St. Rank held Union Pacific as of Q3 2024.

Based on Naples Money Management's 13F filing for Q3 2024, filed 12 Nov 2024.