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Evernest Financial Advisors’s Union Pacific UNP Stock Holding History

Evernest 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
Q3 		– Sell
-1,213
Closed -$275K – 165
2024
Q2 		$275K Hold
1,213
– – 0.12% 114
2024
Q1 		$282K Buy
1,213
+178
+17% +$43.8K 0.13% 111
2023
Q4 		$254K Buy
+1,035
New +$228K 0.13% 115
2021
Q4 		$258K Buy
+1,035
New +$245K 0.13% 110

Other funds holding UNP

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
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
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
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Evernest Financial Advisors's UNP Position: Q3 2024 in Review

Evernest Financial Advisors sold out of Union Pacific (UNP) in Q3 2024, closing a stake of 1,213 shares — an estimated $275K sold.

Evernest Financial Advisors first reported a position in UNP in Q4 2021 and held it in 4 quarters. The position peaked at $282K in Q1 2024. 2,606 funds tracked by Wall St. Rank hold UNP as of Q3 2024.

  • Evernest Financial Advisors reported no remaining Union Pacific position as of Q3 2024 after selling out during the quarter.
  • Evernest Financial Advisors sold 1,213 Union Pacific shares in Q3 2024, an estimated $275K.
  • Evernest Financial Advisors first reported a position in Union Pacific in Q4 2021 and held it in 4 quarters.
  • Evernest Financial Advisors's Union Pacific position peaked at $282K in Q1 2024.
  • 2,606 funds tracked by Wall St. Rank held Union Pacific as of Q3 2024.

Based on Evernest Financial Advisors's 13F filing for Q3 2024, filed 21 Oct 2024.