Zimmer Partners’s Union Pacific UNP Stock Holding History

Zimmer 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
2025 Q2	–	Sell	-18,100	Closed	-$4.28M	–	209
2025 Q1	$4.28M	Hold	18,100	–	–	0.08%	125
2024 Q4	$4.13M	Hold	18,100	–	–	0.07%	114
2024 Q3	$4.46M	Hold	18,100	–	–	0.08%	110
2024 Q2	$4.1M	Hold	18,100	–	–	0.08%	114
2024 Q1	$4.45M	Hold	18,100	–	–	0.1%	96
2023 Q4	$4.45M	Hold	18,100	–	–	0.16%	72
2023 Q3	$3.69M	Hold	18,100	–	–	0.1%	83
2023 Q2	$3.7M	Buy	18,100 +3,800	+27%	+$755K	0.09%	79
2023 Q1	$2.88M	Sell	14,300 -87,400	-86%	-$17.7M	0.06%	79
2022 Q4	$21.1M	Buy	+101,700	New	+$20.9M	0.42%	48
2021 Q3	–	Sell	-50,000	Closed	-$11M	–	192
2021 Q2	$11M	Buy	50,000 +17,500	+54%	+$3.9M	0.15%	91
2021 Q1	$7.16M	Sell	32,500 -67,500	-68%	-$14.2M	0.1%	109
2020 Q4	$20.8M	Buy	100,000 +75,000	+300%	+$15M	0.31%	63
2020 Q3	$4.92M	Buy	+25,000	New	+$4.65M	0.08%	75
2019 Q4	–	Sell	-115,000	Closed	-$18.6M	–	113
2019 Q3	$18.6M	Sell	115,000 -2,500	-2%	-$420K	0.2%	61
2019 Q2	$19.9M	Buy	+117,500	New	+$20.1M	0.21%	61
2019 Q1	–	Sell	-55,000	Closed	-$7.6M	–	86
2018 Q4	$7.6M	Buy	+55,000	New	+$8.15M	0.1%	60

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

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

JP Morgan Chase New York $1.56T AUM 27.86% 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

Norges Bank Oslo, Norway $935B AUM

Zimmer Partners's UNP Position: Q2 2025 in Review

Zimmer Partners sold out of Union Pacific (UNP) in Q2 2025, closing a stake of 18,100 shares — an estimated $4.28M sold.

Zimmer Partners first reported a position in UNP in Q4 2018 and held it in 17 quarters. The position peaked at $21.1M in Q4 2022. 2,664 funds tracked by Wall St. Rank hold UNP as of Q2 2025.

Zimmer Partners reported no remaining Union Pacific position as of Q2 2025 after selling out during the quarter.
Zimmer Partners sold 18,100 Union Pacific shares in Q2 2025, an estimated $4.28M.
Zimmer Partners first reported a position in Union Pacific in Q4 2018 and held it in 17 quarters.
Zimmer Partners's Union Pacific position peaked at $21.1M in Q4 2022.
2,664 funds tracked by Wall St. Rank held Union Pacific as of Q2 2025.

Based on Zimmer Partners's 13F filing for Q2 2025, filed 14 Aug 2025.