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Schechter Investment Advisors’s Union Pacific UNP Stock Holding History

Schechter 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
2025
Q1 		$1.08M Sell
4,574
-459
-9% -$110K 0.09% 221
2024
Q4 		$1.15M Sell
5,033
-517
-9% -$122K 0.09% 219
2024
Q3 		$1.37M Buy
5,550
+558
+11% +$135K 0.1% 189
2024
Q2 		$1.13M Sell
4,992
-243
-5% -$57K 0.09% 213
2024
Q1 		$1.29M Buy
5,235
+290
+6% +$71.4K 0.1% 194
2023
Q4 		$1.21M Buy
4,945
+122
+3% +$26.8K 0.11% 194
2023
Q3 		$982K Buy
4,823
+578
+14% +$126K 0.1% 224
2023
Q2 		$869K Buy
4,245
+1,101
+35% +$219K 0.08% 268
2023
Q1 		$633K Sell
3,144
-2,493
-44% -$505K 0.06% 358
2022
Q4 		$1.17M Sell
5,637
-106
-2% -$21.7K 0.11% 242
2022
Q3 		$1.12M Buy
5,743
+784
+16% +$173K 0.11% 240
2022
Q2 		$1.06M Sell
4,959
-897
-15% -$204K 0.1% 273
2022
Q1 		$1.6M Buy
5,856
+562
+11% +$142K 0.15% 155
2021
Q4 		$1.33M Buy
+5,294
New +$1.25M 0.12% 217

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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 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 Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 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

Schechter Investment Advisors's UNP Position: Q1 2025 in Review

Schechter Investment Advisors reduced its Union Pacific (UNP) stake by 9.1% in Q1 2025, selling an estimated $110K and leaving 4,574 shares worth $1.08M. The position accounts for 0.09% of the portfolio, ranked #221.

Schechter Investment Advisors first reported a position in UNP in Q4 2021 and has held it in 14 quarters since. The position peaked at $1.6M in Q1 2022. 2,694 funds tracked by Wall St. Rank hold UNP as of Q1 2025.

  • Schechter Investment Advisors held 4,574 shares of Union Pacific worth $1.08M as of Q1 2025.
  • Schechter Investment Advisors sold 459 Union Pacific shares in Q1 2025, an estimated $110K.
  • Union Pacific made up 0.09% of Schechter Investment Advisors's portfolio in Q1 2025, its #221 holding.
  • Schechter Investment Advisors first reported a position in Union Pacific in Q4 2021 and has held it in 14 quarters since.
  • Schechter Investment Advisors's Union Pacific position peaked at $1.6M in Q1 2022.
  • 2,694 funds tracked by Wall St. Rank held Union Pacific as of Q1 2025.

Based on Schechter Investment Advisors's 13F filing for Q1 2025, filed 1 May 2025.