PTC
UNP icon

Petrus Trust Company’s Union Pacific UNP Stock Holding History

Petrus Trust Company’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
2025
Q1 		– Sell
-1,548
Closed -$353K – 788
2024
Q4 		$353K Buy
+1,548
New +$366K 0.03% 374
2020
Q3 		– Sell
-1,679
Closed -$284K – 368
2020
Q2 		$284K Buy
+1,679
New +$269K 0.03% 91

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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Petrus Trust Company's UNP Position: Q1 2025 in Review

Petrus Trust Company sold out of Union Pacific (UNP) in Q1 2025, closing a stake of 1,548 shares — an estimated $353K sold.

Petrus Trust Company first reported a position in UNP in Q2 2020 and held it in 2 quarters. The position peaked at $353K in Q4 2024. 2,694 funds tracked by Wall St. Rank hold UNP as of Q1 2025.

  • Petrus Trust Company reported no remaining Union Pacific position as of Q1 2025 after selling out during the quarter.
  • Petrus Trust Company sold 1,548 Union Pacific shares in Q1 2025, an estimated $353K.
  • Petrus Trust Company first reported a position in Union Pacific in Q2 2020 and held it in 2 quarters.
  • Petrus Trust Company's Union Pacific position peaked at $353K in Q4 2024.
  • 2,694 funds tracked by Wall St. Rank held Union Pacific as of Q1 2025.

Based on Petrus Trust Company's 13F filing for Q1 2025, filed 15 May 2025.