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Walden Wealth Partners’s Union Pacific UNP Stock Holding History

Walden Wealth Partners’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
Q2 		$215K Sell
949
-77
-8% -$18K 0.12% 82
2024
Q1 		$247K Hold
1,026
– – 0.14% 77
2023
Q4 		$252K Buy
+1,026
New +$226K 0.16% 76

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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Walden Wealth Partners's UNP Position: Q2 2024 in Review

Walden Wealth Partners reduced its Union Pacific (UNP) stake by 7.5% in Q2 2024, selling an estimated $18K and leaving 949 shares worth $215K. The position accounts for 0.12% of the portfolio, ranked #82.

Walden Wealth Partners first reported a position in UNP in Q4 2023 and has held it in 3 quarters since. The position peaked at $252K in Q4 2023. 2,561 funds tracked by Wall St. Rank hold UNP as of Q2 2024.

  • Walden Wealth Partners held 949 shares of Union Pacific worth $215K as of Q2 2024.
  • Walden Wealth Partners sold 77 Union Pacific shares in Q2 2024, an estimated $18K.
  • Union Pacific made up 0.12% of Walden Wealth Partners's portfolio in Q2 2024, its #82 holding.
  • Walden Wealth Partners first reported a position in Union Pacific in Q4 2023 and has held it in 3 quarters since.
  • Walden Wealth Partners's Union Pacific position peaked at $252K in Q4 2023.
  • 2,561 funds tracked by Wall St. Rank held Union Pacific as of Q2 2024.

Based on Walden Wealth Partners's 13F filing for Q2 2024, filed 11 Jul 2024.