Ehrlich Financial Group’s Union Pacific UNP Stock Holding History

Ehrlich Financial Group’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	-919	Closed	-$226K	–	109
2023 Q4	$226K	Buy	+919	New	+$202K	0.23%	89

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

Ehrlich Financial Group's UNP Position: Q1 2024 in Review

Ehrlich Financial Group sold out of Union Pacific (UNP) in Q1 2024, closing a stake of 919 shares — an estimated $226K sold.

Ehrlich Financial Group first reported a position in UNP in Q4 2023 and held it in 1 quarter. The position peaked at $226K in Q4 2023. 2,613 funds tracked by Wall St. Rank hold UNP as of Q1 2024.

Ehrlich Financial Group reported no remaining Union Pacific position as of Q1 2024 after selling out during the quarter.
Ehrlich Financial Group sold 919 Union Pacific shares in Q1 2024, an estimated $226K.
Ehrlich Financial Group first reported a position in Union Pacific in Q4 2023 and held it in 1 quarter.
Ehrlich Financial Group's Union Pacific position peaked at $226K in Q4 2023.
2,613 funds tracked by Wall St. Rank held Union Pacific as of Q1 2024.

Based on Ehrlich Financial Group's 13F filing for Q1 2024, filed 15 Apr 2024.