PS
UNP icon

Planned Solutions’s Union Pacific UNP Stock Holding History

Planned Solutions’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
-32
Closed -$7.8K – 595
2024
Q3 		$7.8K Buy
+32
New +$7.76K ﹤0.01% 465
2024
Q1 		– Sell
-32
Closed -$7.77K – 515
2023
Q4 		$7.77K Buy
+32
New +$7.04K ﹤0.01% 440

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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 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 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

Planned Solutions's UNP Position: Q4 2024 in Review

Planned Solutions sold out of Union Pacific (UNP) in Q4 2024, closing a stake of 32 shares — an estimated $7.8K sold.

Planned Solutions first reported a position in UNP in Q4 2023 and held it in 2 quarters. The position peaked at $7.8K in Q3 2024. 2,695 funds tracked by Wall St. Rank hold UNP as of Q4 2024.

  • Planned Solutions reported no remaining Union Pacific position as of Q4 2024 after selling out during the quarter.
  • Planned Solutions sold 32 Union Pacific shares in Q4 2024, an estimated $7.8K.
  • Planned Solutions first reported a position in Union Pacific in Q4 2023 and held it in 2 quarters.
  • Planned Solutions's Union Pacific position peaked at $7.8K in Q3 2024.
  • 2,695 funds tracked by Wall St. Rank held Union Pacific as of Q4 2024.

Based on Planned Solutions's 13F filing for Q4 2024, filed 17 Jan 2025.