Tyler-Stone Wealth Management’s Union Pacific UNP Stock Holding History

Tyler-Stone 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 Q3	–	Sell	-159	Closed	-$36K	–	903
2024 Q2	$36K	Hold	159	–	–	0.01%	423
2024 Q1	$39.1K	Hold	159	–	–	0.02%	407
2023 Q4	$39.1K	Hold	159	–	–	0.02%	395
2023 Q3	$32K	Hold	159	–	–	0.02%	410
2023 Q2	$33K	Buy	+159	New	+$31.6K	0.02%	404
2022 Q4	$27K	Hold	128	–	–	0.02%	406
2022 Q3	$25K	Hold	128	–	–	0.02%	399
2022 Q2	$27K	Buy	128 +59	+86%	+$13.4K	0.02%	405
2022 Q1	$19K	Buy	69 +6	+10%	+$1.51K	0.01%	482
2021 Q4	$16K	Buy	+63	New	+$14.9K	0.01%	522

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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

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

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

Tyler-Stone Wealth Management's UNP Position: Q3 2024 in Review

Tyler-Stone Wealth Management sold out of Union Pacific (UNP) in Q3 2024, closing a stake of 159 shares — an estimated $36K sold.

Tyler-Stone Wealth Management first reported a position in UNP in Q4 2021 and held it in 10 quarters. The position peaked at $39.1K in Q1 2024. 2,606 funds tracked by Wall St. Rank hold UNP as of Q3 2024.

Tyler-Stone Wealth Management reported no remaining Union Pacific position as of Q3 2024 after selling out during the quarter.
Tyler-Stone Wealth Management sold 159 Union Pacific shares in Q3 2024, an estimated $36K.
Tyler-Stone Wealth Management first reported a position in Union Pacific in Q4 2021 and held it in 10 quarters.
Tyler-Stone Wealth Management's Union Pacific position peaked at $39.1K in Q1 2024.
2,606 funds tracked by Wall St. Rank held Union Pacific as of Q3 2024.

Based on Tyler-Stone Wealth Management's 13F filing for Q3 2024, filed 4 Nov 2024.