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Sovereign Financial Group’s Union Pacific UNP Stock Holding History

Sovereign 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
Q4 		– Sell
-853
Closed -$210K – 296
2024
Q3 		$210K Buy
+853
New +$207K 0.05% 269
2024
Q2 		– Sell
-918
Closed -$226K – 293
2024
Q1 		$226K Buy
+918
New +$226K 0.06% 257

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

Sovereign Financial Group's UNP Position: Q4 2024 in Review

Sovereign Financial Group sold out of Union Pacific (UNP) in Q4 2024, closing a stake of 853 shares — an estimated $210K sold.

Sovereign Financial Group first reported a position in UNP in Q1 2024 and held it in 2 quarters. The position peaked at $226K in Q1 2024. 2,695 funds tracked by Wall St. Rank hold UNP as of Q4 2024.

  • Sovereign Financial Group reported no remaining Union Pacific position as of Q4 2024 after selling out during the quarter.
  • Sovereign Financial Group sold 853 Union Pacific shares in Q4 2024, an estimated $210K.
  • Sovereign Financial Group first reported a position in Union Pacific in Q1 2024 and held it in 2 quarters.
  • Sovereign Financial Group's Union Pacific position peaked at $226K in Q1 2024.
  • 2,695 funds tracked by Wall St. Rank held Union Pacific as of Q4 2024.

Based on Sovereign Financial Group's 13F filing for Q4 2024, filed 14 Jan 2025.