EFP
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EnRich Financial Partners’s Union Pacific UNP Stock Holding History

EnRich Financial 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
Q1 		– Sell
-137
Closed -$31.2K – 201
2024
Q4 		$31.2K Buy
+137
New +$32.4K 0.01% 123
2024
Q2 		– Sell
-400
Closed -$98.4K – 250
2024
Q1 		$98.4K Buy
+400
New +$98.4K 0.04% 72

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BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

EnRich Financial Partners's UNP Position: Q1 2025 in Review

EnRich Financial Partners sold out of Union Pacific (UNP) in Q1 2025, closing a stake of 137 shares — an estimated $31.2K sold.

EnRich Financial Partners first reported a position in UNP in Q1 2024 and held it in 2 quarters. The position peaked at $98.4K in Q1 2024. 2,694 funds tracked by Wall St. Rank hold UNP as of Q1 2025.

  • EnRich Financial Partners reported no remaining Union Pacific position as of Q1 2025 after selling out during the quarter.
  • EnRich Financial Partners sold 137 Union Pacific shares in Q1 2025, an estimated $31.2K.
  • EnRich Financial Partners first reported a position in Union Pacific in Q1 2024 and held it in 2 quarters.
  • EnRich Financial Partners's Union Pacific position peaked at $98.4K in Q1 2024.
  • 2,694 funds tracked by Wall St. Rank held Union Pacific as of Q1 2025.

Based on EnRich Financial Partners's 13F filing for Q1 2025, filed 25 Apr 2025.