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Wealth Effects’s Union Pacific UNP Stock Holding History

Wealth Effects’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
Q1 		– Sell
-866
Closed -$213K – 234
2023
Q4 		$213K Buy
+866
New +$190K 0.08% 199
2022
Q2 		– Sell
-1,223
Closed -$334K – 211
2022
Q1 		$334K Buy
1,223
+40
+3% +$10.1K 0.16% 131
2021
Q4 		$298K Buy
+1,183
New +$280K 0.12% 149

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

Wealth Effects's UNP Position: Q1 2024 in Review

Wealth Effects sold out of Union Pacific (UNP) in Q1 2024, closing a stake of 866 shares — an estimated $213K sold.

Wealth Effects first reported a position in UNP in Q4 2021 and held it in 3 quarters. The position peaked at $334K in Q1 2022. 2,613 funds tracked by Wall St. Rank hold UNP as of Q1 2024.

  • Wealth Effects reported no remaining Union Pacific position as of Q1 2024 after selling out during the quarter.
  • Wealth Effects sold 866 Union Pacific shares in Q1 2024, an estimated $213K.
  • Wealth Effects first reported a position in Union Pacific in Q4 2021 and held it in 3 quarters.
  • Wealth Effects's Union Pacific position peaked at $334K in Q1 2022.
  • 2,613 funds tracked by Wall St. Rank held Union Pacific as of Q1 2024.

Based on Wealth Effects's 13F filing for Q1 2024, filed 22 Apr 2024.