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SPX Gestao de Recursos’s Union Pacific UNP Stock Holding History

SPX Gestao de Recursos’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
2023
Q4 		– Sell
-51,800
Closed -$10.5M – 107
2023
Q3 		$10.5M Buy
+51,800
New +$11.3M 0.55% 38
2018
Q2 		– Sell
-70,965
Closed -$9.54M – 56
2018
Q1 		$9.54M Buy
+70,965
New +$9.55M 5.16% 9
2017
Q2 		– Sell
-70,965
Closed -$9.54M – 34
2017
Q1 		$9.54M Buy
+70,965
New +$7.57M 3.13% 11
2014
Q1 		– Sell
-28,000
Closed -$2.35M – 68
2013
Q4 		$2.35M Buy
+28,000
New +$2.22M 1.01% 18

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
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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

SPX Gestao de Recursos's UNP Position: Q4 2023 in Review

SPX Gestao de Recursos sold out of Union Pacific (UNP) in Q4 2023, closing a stake of 51,800 shares — an estimated $10.5M sold.

SPX Gestao de Recursos first reported a position in UNP in Q4 2013 and held it in 4 quarters. The position peaked at $10.5M in Q3 2023. 2,573 funds tracked by Wall St. Rank hold UNP as of Q4 2023.

  • SPX Gestao de Recursos reported no remaining Union Pacific position as of Q4 2023 after selling out during the quarter.
  • SPX Gestao de Recursos sold 51,800 Union Pacific shares in Q4 2023, an estimated $10.5M.
  • SPX Gestao de Recursos first reported a position in Union Pacific in Q4 2013 and held it in 4 quarters.
  • SPX Gestao de Recursos's Union Pacific position peaked at $10.5M in Q3 2023.
  • 2,573 funds tracked by Wall St. Rank held Union Pacific as of Q4 2023.

Based on SPX Gestao de Recursos's 13F filing for Q4 2023, filed 12 Feb 2024.