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Quadrant Private Wealth Management’s Union Pacific UNP Stock Holding History

Quadrant Private Wealth Management’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
-845
Closed -$208K – 259
2024
Q3 		$208K Buy
+845
New +$205K 0.05% 230

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

Quadrant Private Wealth Management's UNP Position: Q4 2024 in Review

Quadrant Private Wealth Management sold out of Union Pacific (UNP) in Q4 2024, closing a stake of 845 shares — an estimated $208K sold.

Quadrant Private Wealth Management first reported a position in UNP in Q3 2024 and held it in 1 quarter. The position peaked at $208K in Q3 2024. 2,695 funds tracked by Wall St. Rank hold UNP as of Q4 2024.

  • Quadrant Private Wealth Management reported no remaining Union Pacific position as of Q4 2024 after selling out during the quarter.
  • Quadrant Private Wealth Management sold 845 Union Pacific shares in Q4 2024, an estimated $208K.
  • Quadrant Private Wealth Management first reported a position in Union Pacific in Q3 2024 and held it in 1 quarter.
  • Quadrant Private Wealth Management's Union Pacific position peaked at $208K in Q3 2024.
  • 2,695 funds tracked by Wall St. Rank held Union Pacific as of Q4 2024.

Based on Quadrant Private Wealth Management's 13F filing for Q4 2024, filed 30 Jan 2025.