RE Dickinson Investment Advisors’s Union Pacific UNP Stock Holding History

RE Dickinson Investment Advisors’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	$6.93M	Sell	30,382 -250	-0.8%	-$59.2K	3.91%	10
2024 Q3	$7.55M	Sell	30,632 -93	-0.3%	-$22.6K	4.26%	8
2024 Q2	$6.95M	Sell	30,725 -469	-2%	-$110K	4.23%	8
2024 Q1	$7.67M	Sell	31,194 -4,783	-13%	-$1.18M	4.8%	8
2023 Q4	$8.84M	Buy	35,977 +3,959	+12%	+$870K	5.87%	6
2023 Q3	$6.52M	Sell	32,018 -354	-1%	-$77.1K	4.57%	7
2023 Q2	$6.62M	Buy	32,372 +812	+3%	+$161K	2.43%	13
2023 Q1	$6.35M	Sell	31,560 -582	-2%	-$118K	2.15%	13
2022 Q4	$6.66M	Sell	32,142 -148	-0.5%	-$30.4K	2.75%	12
2022 Q3	$6.29M	Sell	32,290 -523	-2%	-$116K	5.19%	7
2022 Q2	$7M	Sell	32,813 -124	-0.4%	-$28.2K	0.99%	9
2022 Q1	$9M	Buy	32,937 +17	+0.1%	+$4.29K	6.05%	6
2021 Q4	$8.29M	Buy	+32,920	New	+$7.8M	6.29%	5

Other funds holding UNP

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

RE Dickinson Investment Advisors's UNP Position: Q4 2024 in Review

RE Dickinson Investment Advisors reduced its Union Pacific (UNP) stake by 0.82% in Q4 2024, selling an estimated $59.2K and leaving 30,382 shares worth $6.93M. The position accounts for 3.91% of the portfolio, ranked #10.

RE Dickinson Investment Advisors first reported a position in UNP in Q4 2021 and has held it in 13 quarters since. The position peaked at $9M in Q1 2022. 2,700 funds tracked by Wall St. Rank hold UNP as of Q4 2024.

RE Dickinson Investment Advisors held 30,382 shares of Union Pacific worth $6.93M as of Q4 2024.
RE Dickinson Investment Advisors sold 250 Union Pacific shares in Q4 2024, an estimated $59.2K.
Union Pacific made up 3.91% of RE Dickinson Investment Advisors's portfolio in Q4 2024, its #10 holding.
RE Dickinson Investment Advisors first reported a position in Union Pacific in Q4 2021 and has held it in 13 quarters since.
RE Dickinson Investment Advisors's Union Pacific position peaked at $9M in Q1 2022.
2,700 funds tracked by Wall St. Rank held Union Pacific as of Q4 2024.

Based on RE Dickinson Investment Advisors's 13F filing for Q4 2024, filed 13 Feb 2025.