XR Securities’s Union Pacific UNP Stock Holding History

XR Securities’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
2025 Q1	–	Sell	-1,700	Closed	-$388K	–	9
2024 Q4	$388K	Sell	1,700 -3,800	-69%	-$900K	7.25%	4
2024 Q3	$1.36M	Hold	5,500	–	–	0.4%	48
2024 Q2	$1.24M	Buy	5,500 +2,300	+72%	+$539K	0.23%	76
2024 Q1	$787K	Sell	3,200 -26,000	-89%	-$6.4M	0.02%	164
2023 Q4	$7.17M	Buy	29,200 +6,500	+29%	+$1.43M	0.27%	34
2023 Q3	$4.62M	Buy	22,700 +21,100	+1,319%	+$4.6M	0.36%	41
2023 Q2	$327K	Sell	1,600 -1,800	-53%	-$358K	0.02%	284
2023 Q1	$684K	Sell	3,400 -17,300	-84%	-$3.51M	0.02%	226
2022 Q4	$4.29M	Buy	+20,700	New	+$4.25M	0.42%	39
2021 Q4	–	Sell	-59,000	Closed	-$1.03M	–	541
2021 Q3	$1.03M	Sell	59,000 -200	-0.3%	-$43.2K	0.47%	42
2021 Q2	$2.21M	Buy	+59,200	New	+$13.2M	0.96%	16

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

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

XR Securities's UNP Position: Q4 2024 in Review

XR Securities sold out of Union Pacific (UNP) in Q4 2024, closing a stake of 2,027 shares — an estimated $480K sold.

XR Securities first reported a position in UNP in Q2 2021 and held it in 11 quarters. The position peaked at $17.9M in Q1 2022. 2,695 funds tracked by Wall St. Rank hold UNP as of Q4 2024.

XR Securities reported no remaining Union Pacific position as of Q4 2024 after selling out during the quarter.
XR Securities sold 2,027 Union Pacific shares in Q4 2024, an estimated $480K.
XR Securities first reported a position in Union Pacific in Q2 2021 and held it in 11 quarters.
XR Securities's Union Pacific position peaked at $17.9M in Q1 2022.
2,695 funds tracked by Wall St. Rank held Union Pacific as of Q4 2024.

Based on XR Securities's 13F filing for Q4 2024, filed 17 Jan 2025.