Perfromance Wealth Partners’s Union Pacific UNP Stock Holding History

Perfromance Wealth Partners’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 Q4	–	Sell	-1,021	Closed	-$252K	–	207
2024 Q3	$252K	Buy	+1,021	New	+$248K	0.01%	164
2024 Q2	–	Sell	-855	Closed	-$210K	–	182
2024 Q1	$210K	Sell	855 -76	-8%	-$18.7K	0.01%	152
2023 Q4	$229K	Buy	+931	New	+$205K	0.01%	148
2023 Q2	–	Sell	-1,057	Closed	-$213K	–	193
2023 Q1	$213K	Sell	1,057 -690	-39%	-$140K	0.01%	170
2022 Q4	$362K	Buy	1,747 +662	+61%	+$136K	0.02%	119
2022 Q3	$211K	Buy	1,085 +11	+1%	+$2.43K	0.01%	153
2022 Q2	$229K	Buy	1,074 +15	+1%	+$3.41K	0.01%	152
2022 Q1	$289K	Buy	1,059 +29	+3%	+$7.32K	0.01%	140
2021 Q4	$259K	Buy	+1,030	New	+$244K	0.01%	152

Other funds holding UNP

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Perfromance Wealth Partners's UNP Position: Q4 2024 in Review

Perfromance Wealth Partners sold out of Union Pacific (UNP) in Q4 2024, closing a stake of 1,021 shares — an estimated $252K sold.

Perfromance Wealth Partners first reported a position in UNP in Q4 2021 and held it in 9 quarters. The position peaked at $362K in Q4 2022. 2,695 funds tracked by Wall St. Rank hold UNP as of Q4 2024.

Perfromance Wealth Partners reported no remaining Union Pacific position as of Q4 2024 after selling out during the quarter.
Perfromance Wealth Partners sold 1,021 Union Pacific shares in Q4 2024, an estimated $252K.
Perfromance Wealth Partners first reported a position in Union Pacific in Q4 2021 and held it in 9 quarters.
Perfromance Wealth Partners's Union Pacific position peaked at $362K in Q4 2022.
2,695 funds tracked by Wall St. Rank held Union Pacific as of Q4 2024.

Based on Perfromance Wealth Partners's 13F filing for Q4 2024, filed 17 Jan 2025.