Stuart Chaussee & Associates’s Union Pacific UNP Stock Holding History

Stuart Chaussee & Associates’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	-147	Closed	-$36.2K	–	185
2024 Q3	$36.2K	Hold	147	–	–	0.01%	83
2024 Q2	$33.3K	Hold	147	–	–	0.01%	83
2024 Q1	$36.2K	Hold	147	–	–	0.01%	72
2023 Q4	$36.1K	Buy	+147	New	+$32.3K	0.01%	67
2023 Q2	–	Sell	-52	Closed	-$10.5K	–	139
2023 Q1	$10.5K	Hold	52	–	–	﹤0.01%	84
2022 Q4	$10.8K	Hold	52	–	–	﹤0.01%	98
2022 Q3	$10K	Hold	52	–	–	0.02%	92
2022 Q2	$11K	Buy	52 +33	+174%	+$7.51K	0.02%	94
2022 Q1	$5K	Hold	19	–	–	﹤0.01%	149
2021 Q4	$5K	Hold	19	–	–	﹤0.01%	159
2021 Q3	$4K	Hold	19	–	–	0.01%	138
2021 Q2	$4K	Sell	19 -24	-56%	-$5.34K	﹤0.01%	150
2021 Q1	$9K	Buy	43 +26	+153%	+$5.46K	﹤0.01%	132
2020 Q4	$4K	Hold	17	–	–	﹤0.01%	83
2020 Q3	$3K	Hold	17	–	–	﹤0.01%	88
2020 Q2	$3K	Hold	17	–	–	﹤0.01%	70
2020 Q1	$2K	Hold	17	–	–	﹤0.01%	67
2019 Q4	$3K	Hold	17	–	–	﹤0.01%	110
2019 Q3	$3K	Hold	17	–	–	﹤0.01%	111
2019 Q2	$3K	Hold	17	–	–	﹤0.01%	113
2019 Q1	$3K	Hold	17	–	–	﹤0.01%	108
2018 Q4	$2K	Hold	17	–	–	﹤0.01%	106
2018 Q3	$3K	Hold	17	–	–	﹤0.01%	110
2018 Q2	$2K	Hold	17	–	–	﹤0.01%	131
2018 Q1	$2K	Hold	17	–	–	0.01%	99
2017 Q4	$2K	Buy	+17	New	+$2.05K	﹤0.01%	109

Other funds holding UNP

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Stuart Chaussee & Associates's UNP Position: Q4 2024 in Review

Stuart Chaussee & Associates sold out of Union Pacific (UNP) in Q4 2024, closing a stake of 147 shares — an estimated $36.2K sold.

Stuart Chaussee & Associates first reported a position in UNP in Q4 2017 and held it in 26 quarters. The position peaked at $36.2K in Q3 2024. 2,695 funds tracked by Wall St. Rank hold UNP as of Q4 2024.

Stuart Chaussee & Associates reported no remaining Union Pacific position as of Q4 2024 after selling out during the quarter.
Stuart Chaussee & Associates sold 147 Union Pacific shares in Q4 2024, an estimated $36.2K.
Stuart Chaussee & Associates first reported a position in Union Pacific in Q4 2017 and held it in 26 quarters.
Stuart Chaussee & Associates's Union Pacific position peaked at $36.2K in Q3 2024.
2,695 funds tracked by Wall St. Rank held Union Pacific as of Q4 2024.

Based on Stuart Chaussee & Associates's 13F filing for Q4 2024, filed 14 Feb 2025.