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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
-1
Closed -$320 – 902
2024
Q2 		$320 Hold
1
– – ﹤0.01% 944
2024
Q1 		$1.14K Buy
+1
New +$246 ﹤0.01% 888

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

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.