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TRUE Private Wealth Advisors’s Union Pacific UNP Stock Holding History

TRUE Private Wealth Advisors’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
Q3 		– Sell
-1,655
Closed -$375K – 277
2024
Q2 		$375K Sell
1,655
-14
-0.8% -$3.28K 0.04% 200
2024
Q1 		$410K Sell
1,669
-27
-2% -$6.64K 0.05% 194
2023
Q4 		$417K Buy
1,696
+6
+0.4% +$1.32K 0.05% 178
2023
Q3 		$344K Buy
1,690
+458
+37% +$99.7K 0.05% 177
2023
Q2 		$252K Hold
1,232
– – 0.04% 199
2023
Q1 		$248K Sell
1,232
-4
-0.3% -$811 0.04% 195
2022
Q4 		$256K Buy
1,236
+27
+2% +$5.54K 0.04% 184
2022
Q3 		$235K Hold
1,209
– – 0.04% 182
2022
Q2 		$257K Buy
1,209
+6
+0.5% +$1.36K 0.04% 186
2022
Q1 		$285K Sell
1,203
-12
-1% -$3.03K 0.04% 189
2021
Q4 		$306K Buy
+1,215
New +$288K 0.04% 201
2021
Q3 		– Sell
-1,087
Closed -$240K – 255
2021
Q2 		$240K Buy
+1,087
New +$242K 0.04% 205
2021
Q1 		– Sell
-348
Closed -$72K – 674
2020
Q4 		$72K Buy
348
+4
+1% +$799 0.01% 314
2020
Q3 		$67K Hold
344
– – 0.01% 298
2020
Q2 		$58K Hold
344
– – 0.01% 306
2020
Q1 		$48K Sell
344
-17
-5% -$2.81K 0.01% 292
2019
Q4 		$65K Buy
+361
New +$61.8K 0.01% 335
2019
Q3 		– Sell
-361
Closed -$61K – 685
2019
Q2 		$61K Buy
+361
New +$61.9K 0.01% 317
2019
Q1 		– Sell
-3,650
Closed -$504K – 244
2018
Q4 		$504K Sell
3,650
-20
-0.5% -$2.96K 0.09% 139
2018
Q3 		$598K Sell
3,670
-17
-0.5% -$2.56K 0.08% 154
2018
Q2 		$522K Sell
3,687
-15
-0.4% -$2.09K 0.08% 161
2018
Q1 		$497K Sell
3,702
-10
-0.3% -$1.35K 0.09% 134
2017
Q4 		$499K Buy
+3,712
New +$448K 0.09% 127

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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

TRUE Private Wealth Advisors's UNP Position: Q3 2024 in Review

TRUE Private Wealth Advisors sold out of Union Pacific (UNP) in Q3 2024, closing a stake of 1,655 shares — an estimated $375K sold.

TRUE Private Wealth Advisors first reported a position in UNP in Q4 2017 and held it in 23 quarters. The position peaked at $598K in Q3 2018. 2,606 funds tracked by Wall St. Rank hold UNP as of Q3 2024.

  • TRUE Private Wealth Advisors reported no remaining Union Pacific position as of Q3 2024 after selling out during the quarter.
  • TRUE Private Wealth Advisors sold 1,655 Union Pacific shares in Q3 2024, an estimated $375K.
  • TRUE Private Wealth Advisors first reported a position in Union Pacific in Q4 2017 and held it in 23 quarters.
  • TRUE Private Wealth Advisors's Union Pacific position peaked at $598K in Q3 2018.
  • 2,606 funds tracked by Wall St. Rank held Union Pacific as of Q3 2024.

Based on TRUE Private Wealth Advisors's 13F filing for Q3 2024, filed 14 Nov 2024.