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Sugarloaf Wealth Management’s Union Pacific UNP Stock Holding History

Sugarloaf 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 		$68K Hold
298
– – 0.01% 266
2024
Q3 		$73.5K Buy
298
+64
+27% +$15.5K 0.01% 267
2024
Q2 		$52.9K Hold
234
– – 0.01% 291
2024
Q1 		$57.5K Sell
234
-554
-70% -$136K 0.01% 277
2023
Q4 		$193K Buy
788
+31
+4% +$6.82K 0.05% 138
2023
Q3 		$154K Buy
757
+97
+15% +$21.1K 0.04% 165
2023
Q2 		$135K Buy
660
+83
+14% +$16.5K 0.03% 181
2023
Q1 		$116K Buy
577
+121
+27% +$24.5K 0.03% 187
2022
Q4 		$94.4K Buy
456
+13
+3% +$2.67K 0.02% 201
2022
Q3 		$87K Buy
443
+9
+2% +$1.99K 0.02% 213
2022
Q2 		$92K Buy
434
+202
+87% +$46K 0.02% 201
2022
Q1 		$63K Sell
232
-1
-0.4% -$253 0.01% 248
2021
Q4 		$58K Buy
233
+1
+0.4% +$237 0.01% 273
2021
Q3 		$45K Sell
232
-19
-8% -$4.1K 0.01% 287
2021
Q2 		$55K Buy
251
+19
+8% +$4.23K 0.02% 257
2021
Q1 		$51 Buy
232
+214
+1,189% +$44.9K 0.02% 267
2020
Q4 		$4K Hold
18
– – ﹤0.01% 582
2020
Q3 		$3K Hold
18
– – ﹤0.01% 593
2020
Q2 		$3K Hold
18
– – ﹤0.01% 584
2020
Q1 		$2K Hold
18
– – ﹤0.01% 618
2019
Q4 		$3K Buy
+18
New +$3.08K ﹤0.01% 614

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

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

Sugarloaf Wealth Management held its Union Pacific (UNP) position steady in Q4 2024 at 298 shares worth $68K. The position accounts for 0.01% of the portfolio, ranked #266.

Sugarloaf Wealth Management first reported a position in UNP in Q4 2019 and has held it in 21 quarters since. The position peaked at $193K in Q4 2023. 2,695 funds tracked by Wall St. Rank hold UNP as of Q4 2024.

  • Sugarloaf Wealth Management held 298 shares of Union Pacific worth $68K as of Q4 2024.
  • Sugarloaf Wealth Management left its Union Pacific share count unchanged in Q4 2024.
  • Union Pacific made up 0.01% of Sugarloaf Wealth Management's portfolio in Q4 2024, its #266 holding.
  • Sugarloaf Wealth Management first reported a position in Union Pacific in Q4 2019 and has held it in 21 quarters since.
  • Sugarloaf Wealth Management's Union Pacific position peaked at $193K in Q4 2023.
  • 2,695 funds tracked by Wall St. Rank held Union Pacific as of Q4 2024.

Based on Sugarloaf Wealth Management's 13F filing for Q4 2024, filed 10 Jan 2025.