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Westover Capital Advisors’s Union Pacific UNP Stock Holding History

Westover Capital 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
Q4 		– Sell
-1,046
Closed -$258K – 253
2024
Q3 		$258K Hold
1,046
– – 0.05% 212
2024
Q2 		$237K Hold
1,046
– – 0.06% 190
2024
Q1 		$257K Buy
+1,046
New +$257K 0.08% 159
2016
Q1 		– Sell
-20,909
Closed -$1.64M – 102
2015
Q4 		$1.64M Sell
20,909
-58
-0.3% -$4.98K 1.36% 30
2015
Q3 		$1.85M Buy
20,967
+1,196
+6% +$109K 1.6% 24
2015
Q2 		$1.89M Buy
19,771
+6,122
+45% +$638K 1.5% 26
2015
Q1 		$1.48M Buy
13,649
+560
+4% +$65.7K 1.19% 29
2014
Q4 		$1.56M Sell
13,089
-979
-7% -$112K 1.34% 29
2014
Q3 		$1.52M Sell
14,068
-14,517
-51% -$1.5M 1.24% 31
2014
Q2 		$2.85M Sell
28,585
-1,179
-4% -$114K 2.41% 10
2014
Q1 		$2.79M Sell
29,764
-116
-0.4% -$10.3K 2.6% 9
2013
Q4 		$2.51M Sell
29,880
-876
-3% -$69.4K 2.39% 12
2013
Q3 		$2.39M Sell
30,756
-6,190
-17% -$489K 2.47% 12
2013
Q2 		$2.85M Buy
+36,946
New +$2.78M 2.8% 9

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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Westover Capital Advisors's UNP Position: Q4 2024 in Review

Westover Capital Advisors sold out of Union Pacific (UNP) in Q4 2024, closing a stake of 1,046 shares — an estimated $258K sold.

Westover Capital Advisors first reported a position in UNP in Q2 2013 and held it in 14 quarters. The position peaked at $2.85M in Q2 2014. 2,696 funds tracked by Wall St. Rank hold UNP as of Q4 2024.

  • Westover Capital Advisors reported no remaining Union Pacific position as of Q4 2024 after selling out during the quarter.
  • Westover Capital Advisors sold 1,046 Union Pacific shares in Q4 2024, an estimated $258K.
  • Westover Capital Advisors first reported a position in Union Pacific in Q2 2013 and held it in 14 quarters.
  • Westover Capital Advisors's Union Pacific position peaked at $2.85M in Q2 2014.
  • 2,696 funds tracked by Wall St. Rank held Union Pacific as of Q4 2024.

Based on Westover Capital Advisors's 13F filing for Q4 2024, filed 6 Feb 2025.