Portfolio Strategies’s Union Pacific UNP Stock Holding History

Portfolio Strategies’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 Q2	–	Sell	-1,827	Closed	-$449K	–	117
2024 Q1	$449K	Buy	+1,827	New	+$450K	0.03%	93

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

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

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

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

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

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

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Portfolio Strategies's UNP Position: Q2 2024 in Review

Portfolio Strategies sold out of Union Pacific (UNP) in Q2 2024, closing a stake of 1,827 shares — an estimated $449K sold.

Portfolio Strategies first reported a position in UNP in Q1 2024 and held it in 1 quarter. The position peaked at $449K in Q1 2024. 2,561 funds tracked by Wall St. Rank hold UNP as of Q2 2024.

Portfolio Strategies reported no remaining Union Pacific position as of Q2 2024 after selling out during the quarter.
Portfolio Strategies sold 1,827 Union Pacific shares in Q2 2024, an estimated $449K.
Portfolio Strategies first reported a position in Union Pacific in Q1 2024 and held it in 1 quarter.
Portfolio Strategies's Union Pacific position peaked at $449K in Q1 2024.
2,561 funds tracked by Wall St. Rank held Union Pacific as of Q2 2024.

Based on Portfolio Strategies's 13F filing for Q2 2024, filed 12 Aug 2024.