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Northwest Financial Advisors’s Union Pacific UNP Stock Holding History

Northwest 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
Q4 		– Sell
-23
Closed -$5.67K – 512
2024
Q3 		$5.67K Buy
+23
New +$5.58K ﹤0.01% 432
2024
Q1 		– Sell
-23
Closed -$5.65K – 495
2023
Q4 		$5.65K Buy
+23
New +$5.06K ﹤0.01% 429

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

Northwest Financial Advisors's UNP Position: Q4 2024 in Review

Northwest Financial Advisors sold out of Union Pacific (UNP) in Q4 2024, closing a stake of 23 shares — an estimated $5.67K sold.

Northwest Financial Advisors first reported a position in UNP in Q4 2023 and held it in 2 quarters. The position peaked at $5.67K in Q3 2024. 2,695 funds tracked by Wall St. Rank hold UNP as of Q4 2024.

  • Northwest Financial Advisors reported no remaining Union Pacific position as of Q4 2024 after selling out during the quarter.
  • Northwest Financial Advisors sold 23 Union Pacific shares in Q4 2024, an estimated $5.67K.
  • Northwest Financial Advisors first reported a position in Union Pacific in Q4 2023 and held it in 2 quarters.
  • Northwest Financial Advisors's Union Pacific position peaked at $5.67K in Q3 2024.
  • 2,695 funds tracked by Wall St. Rank held Union Pacific as of Q4 2024.

Based on Northwest Financial Advisors's 13F filing for Q4 2024, filed 22 Jan 2025.