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Platte River Wealth Advisors’s Union Pacific UNP Stock Holding History

Platte River 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
Q3 		$1.65M Sell
6,696
-14
-0.2% -$3.4K 0.44% 42
2024
Q2 		$1.52M Sell
6,710
-44
-0.7% -$10.3K 0.43% 42
2024
Q1 		$1.66M Hold
6,754
– – 0.47% 40
2023
Q4 		$1.66M Sell
6,754
-17
-0.3% -$3.74K 0.55% 37
2023
Q3 		$1.38M Sell
6,771
-23
-0.3% -$5.01K 0.5% 36
2023
Q2 		$1.39M Hold
6,794
– – 0.49% 37
2023
Q1 		$1.37M Buy
6,794
+40
+0.6% +$8.11K 0.52% 35
2022
Q4 		$1.4M Hold
6,754
– – 0.59% 34
2022
Q3 		$1.32M Buy
6,754
+25
+0.4% +$5.53K 0.59% 34
2022
Q2 		$1.44M Sell
6,729
-25
-0.4% -$5.69K 0.62% 30
2022
Q1 		$1.84M Sell
6,754
-25
-0.4% -$6.31K 0.67% 31
2021
Q4 		$1.67M Hold
6,779
– – 0.57% 35
2021
Q3 		$1.33M Buy
6,779
+161
+2% +$34.8K 0.49% 40
2021
Q2 		$1.46M Hold
6,618
– – 0.55% 39
2021
Q1 		$1.46M Hold
6,618
– – 0.6% 35
2020
Q4 		$1.38M Hold
6,618
– – 0.59% 35
2020
Q3 		$1.3M Hold
6,618
– – 0.67% 34
2020
Q2 		$1.14M Buy
+6,618
New +$1.06M 0.63% 40
2019
Q4 		$1.28M Buy
+7,120
New +$1.22M 0.67% 39

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

Platte River Wealth Advisors's UNP Position: Q3 2024 in Review

Platte River Wealth Advisors reduced its Union Pacific (UNP) stake by 0.21% in Q3 2024, selling an estimated $3.4K and leaving 6,696 shares worth $1.65M. The position accounts for 0.44% of the portfolio, ranked #42.

Platte River Wealth Advisors first reported a position in UNP in Q4 2019 and has held it in 19 quarters since. The position peaked at $1.84M in Q1 2022. 2,607 funds tracked by Wall St. Rank hold UNP as of Q3 2024.

  • Platte River Wealth Advisors held 6,696 shares of Union Pacific worth $1.65M as of Q3 2024.
  • Platte River Wealth Advisors sold 14 Union Pacific shares in Q3 2024, an estimated $3.4K.
  • Union Pacific made up 0.44% of Platte River Wealth Advisors's portfolio in Q3 2024, its #42 holding.
  • Platte River Wealth Advisors first reported a position in Union Pacific in Q4 2019 and has held it in 19 quarters since.
  • Platte River Wealth Advisors's Union Pacific position peaked at $1.84M in Q1 2022.
  • 2,607 funds tracked by Wall St. Rank held Union Pacific as of Q3 2024.

Based on Platte River Wealth Advisors's 13F filing for Q3 2024, filed 7 Oct 2024.