VitalStone Financial’s Union Pacific UNP Stock Holding History

VitalStone Financial’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
2023 Q4	–	Sell	-11	Closed	-$2K	–	593
2023 Q3	$2K	Buy	+11	New	+$2.4K	﹤0.01%	394

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

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

Capital International Investors Los Angeles, California $427B AUM 29.17% 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

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

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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

VitalStone Financial's UNP Position: Q4 2023 in Review

VitalStone Financial sold out of Union Pacific (UNP) in Q4 2023, closing a stake of 11 shares — an estimated $2K sold.

VitalStone Financial first reported a position in UNP in Q3 2023 and held it in 1 quarter. The position peaked at $2K in Q3 2023. 2,574 funds tracked by Wall St. Rank hold UNP as of Q4 2023.

VitalStone Financial reported no remaining Union Pacific position as of Q4 2023 after selling out during the quarter.
VitalStone Financial sold 11 Union Pacific shares in Q4 2023, an estimated $2K.
VitalStone Financial first reported a position in Union Pacific in Q3 2023 and held it in 1 quarter.
VitalStone Financial's Union Pacific position peaked at $2K in Q3 2023.
2,574 funds tracked by Wall St. Rank held Union Pacific as of Q4 2023.

Based on VitalStone Financial's 13F filing for Q4 2023, filed 14 Feb 2024.