Camarda Financial Advisors’s Union Pacific UNP Stock Holding History

Camarda 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
2023 Q1	–	Sell	-4,771	Closed	-$988K	–	84
2022 Q4	$988K	Buy	4,771 +1,666	+54%	+$342K	1%	32
2022 Q3	$605K	Buy	3,105 +215	+7%	+$47.6K	0.71%	26
2022 Q2	$616K	Sell	2,890 -2,249	-44%	-$512K	0.61%	31
2022 Q1	$1.4M	Buy	+5,139	New	+$1.3M	0.67%	39
2020 Q2	–	Sell	-6,000	Closed	-$846K	–	49
2020 Q1	$846K	Buy	+6,000	New	+$992K	4.28%	11
2019 Q3	–	Sell	-26	Closed	-$4K	–	436
2019 Q2	$4K	Sell	26 -121	-82%	-$20.7K	0.01%	235
2019 Q1	$25K	Buy	147 +128	+674%	+$20.6K	0.05%	118
2018 Q4	$3K	Buy	+19	New	+$2.81K	﹤0.01%	153
2013 Q3	–	Sell	-38	Closed	-$3K	–	233
2013 Q2	$3K	Buy	+38	New	+$2.86K	﹤0.01%	241

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

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

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

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

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 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

Camarda Financial Advisors's UNP Position: Q1 2023 in Review

Camarda Financial Advisors sold out of Union Pacific (UNP) in Q1 2023, closing a stake of 4,771 shares — an estimated $988K sold.

Camarda Financial Advisors first reported a position in UNP in Q2 2013 and held it in 9 quarters. The position peaked at $1.4M in Q1 2022. 2,375 funds tracked by Wall St. Rank hold UNP as of Q1 2023.

Camarda Financial Advisors reported no remaining Union Pacific position as of Q1 2023 after selling out during the quarter.
Camarda Financial Advisors sold 4,771 Union Pacific shares in Q1 2023, an estimated $988K.
Camarda Financial Advisors first reported a position in Union Pacific in Q2 2013 and held it in 9 quarters.
Camarda Financial Advisors's Union Pacific position peaked at $1.4M in Q1 2022.
2,375 funds tracked by Wall St. Rank held Union Pacific as of Q1 2023.

Based on Camarda Financial Advisors's 13F filing for Q1 2023, filed 11 May 2023.