Sustainable Insight Capital Management’s Union Pacific UNP Stock Holding History

Sustainable Insight Capital 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 Q1	–	Sell	-6,161	Closed	-$1.51M	–	80
2023 Q4	$1.51M	Buy	+6,161	New	+$1.35M	1.23%	27
2023 Q2	–	Sell	-1,197	Closed	-$241K	–	94
2023 Q1	$241K	Sell	1,197 -5,066	-81%	-$1.03M	0.24%	72
2022 Q4	$1.3M	Buy	+6,263	New	+$1.28M	1.46%	16
2022 Q2	–	Sell	-899	Closed	-$246K	–	152
2022 Q1	$246K	Buy	+899	New	+$227K	0.18%	98
2021 Q3	–	Sell	-944	Closed	-$208K	–	135
2021 Q2	$208K	Buy	+944	New	+$210K	0.12%	120

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

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

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

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

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

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

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Sustainable Insight Capital Management's UNP Position: Q1 2024 in Review

Sustainable Insight Capital Management sold out of Union Pacific (UNP) in Q1 2024, closing a stake of 6,161 shares — an estimated $1.51M sold.

Sustainable Insight Capital Management first reported a position in UNP in Q2 2021 and held it in 5 quarters. The position peaked at $1.51M in Q4 2023. 2,614 funds tracked by Wall St. Rank hold UNP as of Q1 2024.

Sustainable Insight Capital Management reported no remaining Union Pacific position as of Q1 2024 after selling out during the quarter.
Sustainable Insight Capital Management sold 6,161 Union Pacific shares in Q1 2024, an estimated $1.51M.
Sustainable Insight Capital Management first reported a position in Union Pacific in Q2 2021 and held it in 5 quarters.
Sustainable Insight Capital Management's Union Pacific position peaked at $1.51M in Q4 2023.
2,614 funds tracked by Wall St. Rank held Union Pacific as of Q1 2024.

Based on Sustainable Insight Capital Management's 13F filing for Q1 2024, filed 7 May 2024.