LWS Wealth Advisors’s Union Pacific UNP Stock Holding History

LWS Wealth 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 Q4	$917K	Buy	+3,732	New	+$821K	0.34%	34

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

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

Capital International Investors Los Angeles, California $427B AUM 29.17% 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

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

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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

LWS Wealth Advisors's UNP Position: Q4 2023 in Review

LWS Wealth Advisors opened a new position in Union Pacific (UNP) in Q4 2023: 3,732 shares worth $917K. The stake represents 0.34% of the portfolio and ranks #34 among its holdings.

2,573 funds tracked by Wall St. Rank hold UNP as of Q4 2023.

LWS Wealth Advisors held 3,732 shares of Union Pacific worth $917K as of Q4 2023.
Union Pacific was a new LWS Wealth Advisors position in Q4 2023.
Union Pacific made up 0.34% of LWS Wealth Advisors's portfolio in Q4 2023, its #34 holding.
2,573 funds tracked by Wall St. Rank held Union Pacific as of Q4 2023.

Based on LWS Wealth Advisors's 13F filing for Q4 2023, filed 9 Feb 2024.