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Sanctuary Wealth Management’s Union Pacific UNP Stock Holding History

Sanctuary 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 		$66.1K Hold
290
– – 0.04% 77
2024
Q3 		$71.5K Hold
290
– – 0.05% 76
2024
Q2 		$65.6K Hold
290
– – 0.05% 76
2024
Q1 		$71.3K Hold
290
– – 0.06% 74
2023
Q4 		$71.2K Hold
290
– – 0.07% 72
2023
Q3 		$59.1K Sell
290
-8
-3% -$1.74K 0.06% 68
2023
Q2 		$61K Buy
+298
New +$59.2K 0.06% 68
2022
Q4 		$61.7K Buy
+298
New +$61.1K 0.07% 64

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

Sanctuary Wealth Management's UNP Position: Q4 2024 in Review

Sanctuary Wealth Management held its Union Pacific (UNP) position steady in Q4 2024 at 290 shares worth $66.1K. The position accounts for 0.04% of the portfolio, ranked #77.

Sanctuary Wealth Management first reported a position in UNP in Q4 2022 and has held it in 8 quarters since. The position peaked at $71.5K in Q3 2024. 2,695 funds tracked by Wall St. Rank hold UNP as of Q4 2024.

  • Sanctuary Wealth Management held 290 shares of Union Pacific worth $66.1K as of Q4 2024.
  • Sanctuary Wealth Management left its Union Pacific share count unchanged in Q4 2024.
  • Union Pacific made up 0.04% of Sanctuary Wealth Management's portfolio in Q4 2024, its #77 holding.
  • Sanctuary Wealth Management first reported a position in Union Pacific in Q4 2022 and has held it in 8 quarters since.
  • Sanctuary Wealth Management's Union Pacific position peaked at $71.5K in Q3 2024.
  • 2,695 funds tracked by Wall St. Rank held Union Pacific as of Q4 2024.

Based on Sanctuary Wealth Management's 13F filing for Q4 2024, filed 12 Feb 2025.