WestHill Financial Advisors’s Union Pacific UNP Stock Holding History

WestHill Financial Advisors’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	–	Sell	-884	Closed	-$217K	–	78
2024 Q1	$217K	Sell	884 -17	-2%	-$4.18K	0.05%	70
2023 Q4	$221K	Buy	+901	New	+$198K	0.06%	64
2023 Q3	–	Sell	-987	Closed	-$202K	–	119
2023 Q2	$202K	Sell	987 -17	-2%	-$3.38K	0.06%	63
2023 Q1	$202K	Hold	1,004	–	–	0.06%	62
2022 Q4	$208K	Buy	+1,004	New	+$206K	0.07%	58
2022 Q3	–	Sell	-1,084	Closed	-$231K	–	116
2022 Q2	$231K	Sell	1,084 -9	-0.8%	-$2.05K	0.08%	58
2022 Q1	$299K	Sell	1,093 -162	-13%	-$40.9K	0.09%	49
2021 Q4	$316K	Sell	1,255 -23	-2%	-$5.45K	0.09%	48
2021 Q3	$251K	Buy	+1,278	New	+$276K	0.08%	53
2021 Q1	$319K	Sell	1,449 -17	-1%	-$3.57K	0.11%	37
2020 Q4	$305K	Buy	+1,466	New	+$293K	0.12%	35

Other funds holding UNP

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

WestHill Financial Advisors's UNP Position: Q2 2024 in Review

WestHill Financial Advisors sold out of Union Pacific (UNP) in Q2 2024, closing a stake of 884 shares — an estimated $217K sold.

WestHill Financial Advisors first reported a position in UNP in Q4 2020 and held it in 11 quarters. The position peaked at $319K in Q1 2021. 2,567 funds tracked by Wall St. Rank hold UNP as of Q2 2024.

WestHill Financial Advisors reported no remaining Union Pacific position as of Q2 2024 after selling out during the quarter.
WestHill Financial Advisors sold 884 Union Pacific shares in Q2 2024, an estimated $217K.
WestHill Financial Advisors first reported a position in Union Pacific in Q4 2020 and held it in 11 quarters.
WestHill Financial Advisors's Union Pacific position peaked at $319K in Q1 2021.
2,567 funds tracked by Wall St. Rank held Union Pacific as of Q2 2024.

Based on WestHill Financial Advisors's 13F filing for Q2 2024, filed 19 Jul 2024.