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Peak Planning Group’s Union Pacific UNP Stock Holding History

Peak Planning Group’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
-901
Closed -$204K – 112
2024
Q2 		$204K Buy
+901
New +$211K 0.1% 104
2023
Q2 		– Sell
-1,594
Closed -$321K – 79
2023
Q1 		$321K Sell
1,594
-83
-5% -$16.8K 0.26% 65
2022
Q4 		$347K Sell
1,677
-57
-3% -$11.7K 0.31% 62
2022
Q3 		$338K Sell
1,734
-102
-6% -$22.6K 0.31% 56
2022
Q2 		$392K Buy
+1,836
New +$418K 0.33% 50
2021
Q4 		$430K Buy
1,708
+161
+10% +$38.1K 0.32% 57
2021
Q3 		$303K Buy
+1,547
New +$334K 0.26% 63
2021
Q1 		$299K Buy
1,359
+260
+24% +$54.6K 0.29% 59
2020
Q4 		$229K Buy
1,099
+5
+0.5% +$999 0.26% 57
2020
Q3 		$215K Buy
+1,094
New +$203K 0.3% 48

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

Peak Planning Group's UNP Position: Q3 2024 in Review

Peak Planning Group sold out of Union Pacific (UNP) in Q3 2024, closing a stake of 901 shares — an estimated $204K sold.

Peak Planning Group first reported a position in UNP in Q3 2020 and held it in 10 quarters. The position peaked at $430K in Q4 2021. 2,606 funds tracked by Wall St. Rank hold UNP as of Q3 2024.

  • Peak Planning Group reported no remaining Union Pacific position as of Q3 2024 after selling out during the quarter.
  • Peak Planning Group sold 901 Union Pacific shares in Q3 2024, an estimated $204K.
  • Peak Planning Group first reported a position in Union Pacific in Q3 2020 and held it in 10 quarters.
  • Peak Planning Group's Union Pacific position peaked at $430K in Q4 2021.
  • 2,606 funds tracked by Wall St. Rank held Union Pacific as of Q3 2024.

Based on Peak Planning Group's 13F filing for Q3 2024, filed 24 Jun 2026.