Peterson Financial Group’s Union Pacific UNP Stock Holding History

Peterson Financial Group’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	$32K	Buy	+130	New	+$31.5K	0.12%	120
2023 Q1	–	Sell	-4,218	Closed	-$874K	–	70
2022 Q4	$874K	Sell	4,218 -2,273	-35%	-$466K	1.15%	36
2022 Q3	$1.26M	Sell	6,491 -1,396	-18%	-$309K	1.23%	36
2022 Q2	$1.68M	Buy	7,887 +546	+7%	+$124K	1.58%	27
2022 Q1	$2.01M	Buy	7,341 +257	+4%	+$64.9K	1.66%	18
2021 Q4	$1.78M	Buy	+7,084	New	+$1.68M	1.46%	24

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

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

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

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

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

Peterson Financial Group's UNP Position: Q3 2024 in Review

Peterson Financial Group opened a new position in Union Pacific (UNP) in Q3 2024: 130 shares worth $32K. The stake represents 0.12% of the portfolio and ranks #120 among its holdings. This is a return to the name: Peterson Financial Group previously reported a position in UNP as recently as Q4 2022.

Peterson Financial Group first reported a position in UNP in Q4 2021 and has held it in 6 quarters since. The position peaked at $2.01M in Q1 2022. 2,607 funds tracked by Wall St. Rank hold UNP as of Q3 2024.

Peterson Financial Group held 130 shares of Union Pacific worth $32K as of Q3 2024.
Union Pacific was a new Peterson Financial Group position in Q3 2024.
Union Pacific made up 0.12% of Peterson Financial Group's portfolio in Q3 2024, its #120 holding.
Peterson Financial Group first reported a position in Union Pacific in Q4 2021 and has held it in 6 quarters since.
Peterson Financial Group's Union Pacific position peaked at $2.01M in Q1 2022.
2,607 funds tracked by Wall St. Rank held Union Pacific as of Q3 2024.

Based on Peterson Financial Group's 13F filing for Q3 2024, filed 6 Nov 2024.