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Synergy Financial Group’s Union Pacific UNP Stock Holding History

Synergy Financial Group’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
-987
Closed -$243K – 104
2024
Q3 		$243K Buy
+987
New +$239K 0.23% 85
2024
Q2 		– Sell
-880
Closed -$216K – 86
2024
Q1 		$216K Sell
880
-2
-0.2% -$492 0.24% 77
2023
Q4 		$217K Buy
+882
New +$194K 0.27% 82
2022
Q3 		– Sell
-1,011
Closed -$216K – 91
2022
Q2 		$216K Hold
1,011
– – 0.34% 79
2022
Q1 		$276K Hold
1,011
– – 0.29% 78
2021
Q4 		$255K Buy
+1,011
New +$239K 0.23% 91

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

Synergy Financial Group's UNP Position: Q4 2024 in Review

Synergy Financial Group sold out of Union Pacific (UNP) in Q4 2024, closing a stake of 987 shares — an estimated $243K sold.

Synergy Financial Group first reported a position in UNP in Q4 2021 and held it in 6 quarters. The position peaked at $276K in Q1 2022. 2,695 funds tracked by Wall St. Rank hold UNP as of Q4 2024.

  • Synergy Financial Group reported no remaining Union Pacific position as of Q4 2024 after selling out during the quarter.
  • Synergy Financial Group sold 987 Union Pacific shares in Q4 2024, an estimated $243K.
  • Synergy Financial Group first reported a position in Union Pacific in Q4 2021 and held it in 6 quarters.
  • Synergy Financial Group's Union Pacific position peaked at $276K in Q1 2022.
  • 2,695 funds tracked by Wall St. Rank held Union Pacific as of Q4 2024.

Based on Synergy Financial Group's 13F filing for Q4 2024, filed 4 Feb 2025.