SFP
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Sterling Financial Planning’s Union Pacific UNP Stock Holding History

Sterling Financial Planning’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
2022
Q3 		– Sell
-1,014
Closed -$216K – 89
2022
Q2 		$216K Sell
1,014
-144
-12% -$32.8K 0.15% 87
2022
Q1 		$316K Sell
1,158
-206
-15% -$52K 0.2% 71
2021
Q4 		$344K Hold
1,364
– – 0.22% 70
2021
Q3 		$267K Buy
1,364
+250
+22% +$54K 0.17% 72
2021
Q2 		$245K Sell
1,114
-1
-0.1% -$223 0.16% 72
2021
Q1 		$246K Sell
1,115
-59
-5% -$12.4K 0.18% 68
2020
Q4 		$244K Buy
+1,174
New +$234K 0.2% 64

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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return

Sterling Financial Planning's UNP Position: Q3 2022 in Review

Sterling Financial Planning sold out of Union Pacific (UNP) in Q3 2022, closing a stake of 1,014 shares — an estimated $216K sold.

Sterling Financial Planning first reported a position in UNP in Q4 2020 and held it in 7 quarters. The position peaked at $344K in Q4 2021. 2,324 funds tracked by Wall St. Rank hold UNP as of Q3 2022.

  • Sterling Financial Planning reported no remaining Union Pacific position as of Q3 2022 after selling out during the quarter.
  • Sterling Financial Planning sold 1,014 Union Pacific shares in Q3 2022, an estimated $216K.
  • Sterling Financial Planning first reported a position in Union Pacific in Q4 2020 and held it in 7 quarters.
  • Sterling Financial Planning's Union Pacific position peaked at $344K in Q4 2021.
  • 2,324 funds tracked by Wall St. Rank held Union Pacific as of Q3 2022.

Based on Sterling Financial Planning's 13F filing for Q3 2022, filed 2 Nov 2022.