CWS Financial Advisors’s Union Pacific UNP Stock Holding History

CWS 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 Q1	–	Sell	-1,414	Closed	-$347K	–	147
2023 Q4	$347K	Buy	1,414 +200	+16%	+$44K	0.13%	111
2023 Q3	$247K	Hold	1,214	–	–	0.1%	121
2023 Q2	$248K	Sell	1,214 -20	-2%	-$3.98K	0.09%	124
2023 Q1	$248K	Buy	1,234 +67	+6%	+$13.6K	0.1%	124
2022 Q4	$257K	Sell	1,167 -33	-3%	-$6.77K	0.11%	118
2022 Q3	$234K	Hold	1,200	–	–	0.11%	118
2022 Q2	$256K	Hold	1,200	–	–	0.12%	119
2022 Q1	$328K	Hold	1,200	–	–	0.12%	110
2021 Q4	$302K	Buy	+1,200	New	+$284K	0.11%	119
2021 Q2	$257K	Buy	1,168 +1	+0.1%	+$223	0.1%	126
2021 Q1	$257K	Hold	1,167	–	–	0.11%	118
2020 Q4	$243K	Buy	1,167 +1	+0.1%	+$200	0.14%	113
2020 Q3	$230K	Buy	+1,166	New	+$217K	0.15%	111
2020 Q2	–	Sell	-1,166	Closed	-$211K	–	134
2020 Q1	$211K	Hold	1,166	–	–	0.16%	117
2019 Q4	$211K	Buy	+1,166	New	+$200K	0.15%	117

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

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

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

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

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

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

CWS Financial Advisors's UNP Position: Q1 2024 in Review

CWS Financial Advisors sold out of Union Pacific (UNP) in Q1 2024, closing a stake of 1,414 shares — an estimated $347K sold.

CWS Financial Advisors first reported a position in UNP in Q4 2019 and held it in 15 quarters. The position peaked at $347K in Q4 2023. 2,613 funds tracked by Wall St. Rank hold UNP as of Q1 2024.

CWS Financial Advisors reported no remaining Union Pacific position as of Q1 2024 after selling out during the quarter.
CWS Financial Advisors sold 1,414 Union Pacific shares in Q1 2024, an estimated $347K.
CWS Financial Advisors first reported a position in Union Pacific in Q4 2019 and held it in 15 quarters.
CWS Financial Advisors's Union Pacific position peaked at $347K in Q4 2023.
2,613 funds tracked by Wall St. Rank held Union Pacific as of Q1 2024.

Based on CWS Financial Advisors's 13F filing for Q1 2024, filed 1 May 2024.