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Objective Capital Management’s Union Pacific UNP Stock Holding History

Objective Capital 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
Q1 		$200K Sell
813
-142
-15% -$34.9K 0.14% 137
2023
Q4 		$235K Sell
955
-140
-13% -$30.8K 0.18% 106
2023
Q3 		$223K Buy
+1,095
New +$238K 0.2% 92
2022
Q2 		– Sell
-792
Closed -$216K – 116
2022
Q1 		$216K Buy
+792
New +$200K 0.17% 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

Objective Capital Management's UNP Position: Q1 2024 in Review

Objective Capital Management reduced its Union Pacific (UNP) stake by 15% in Q1 2024, selling an estimated $34.9K and leaving 813 shares worth $200K. The position accounts for 0.14% of the portfolio, ranked #137.

Objective Capital Management first reported a position in UNP in Q1 2022 and has held it in 4 quarters since. The position peaked at $235K in Q4 2023. 2,613 funds tracked by Wall St. Rank hold UNP as of Q1 2024.

  • Objective Capital Management held 813 shares of Union Pacific worth $200K as of Q1 2024.
  • Objective Capital Management sold 142 Union Pacific shares in Q1 2024, an estimated $34.9K.
  • Union Pacific made up 0.14% of Objective Capital Management's portfolio in Q1 2024, its #137 holding.
  • Objective Capital Management first reported a position in Union Pacific in Q1 2022 and has held it in 4 quarters since.
  • Objective Capital Management's Union Pacific position peaked at $235K in Q4 2023.
  • 2,613 funds tracked by Wall St. Rank held Union Pacific as of Q1 2024.

Based on Objective Capital Management's 13F filing for Q1 2024, filed 5 Jun 2024.