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MFA Wealth Advisors’s Union Pacific UNP Stock Holding History

MFA 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
2024
Q4 		– Sell
-188
Closed -$46.3K – 370
2024
Q3 		$46.3K Hold
188
– – 0.01% 188
2024
Q2 		$42.5K Buy
+188
New +$44.1K 0.01% 195
2020
Q3 		– Sell
-136
Closed -$23K – 218
2020
Q2 		$23K Buy
+136
New +$21.8K 0.01% 108

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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 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 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

MFA Wealth Advisors's UNP Position: Q4 2024 in Review

MFA Wealth Advisors sold out of Union Pacific (UNP) in Q4 2024, closing a stake of 188 shares — an estimated $46.3K sold.

MFA Wealth Advisors first reported a position in UNP in Q2 2020 and held it in 3 quarters. The position peaked at $46.3K in Q3 2024. 2,695 funds tracked by Wall St. Rank hold UNP as of Q4 2024.

  • MFA Wealth Advisors reported no remaining Union Pacific position as of Q4 2024 after selling out during the quarter.
  • MFA Wealth Advisors sold 188 Union Pacific shares in Q4 2024, an estimated $46.3K.
  • MFA Wealth Advisors first reported a position in Union Pacific in Q2 2020 and held it in 3 quarters.
  • MFA Wealth Advisors's Union Pacific position peaked at $46.3K in Q3 2024.
  • 2,695 funds tracked by Wall St. Rank held Union Pacific as of Q4 2024.

Based on MFA Wealth Advisors's 13F filing for Q4 2024, filed 29 Jan 2025.