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Sterling Investment Advisors (Pennsylvania)’s Union Pacific UNP Stock Holding History

Sterling Investment Advisors (Pennsylvania)’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
2021
Q3 		– Sell
-25
Closed -$5K – 608
2021
Q2 		$5K Hold
25
– – ﹤0.01% 461
2021
Q1 		$6K Buy
+25
New +$5.25K ﹤0.01% 441
2019
Q2 		– Sell
-33
Closed -$6K – 445
2019
Q1 		$6K Hold
33
– – ﹤0.01% 368
2018
Q4 		$4K Sell
33
-34
-51% -$5.04K ﹤0.01% 368
2018
Q3 		$11K Buy
67
+34
+103% +$5.12K 0.01% 355
2018
Q2 		$4K Buy
+33
New +$4.6K ﹤0.01% 357
2017
Q3 		– Sell
-21
Closed -$2K – 372
2017
Q2 		$2K Buy
+21
New +$2.29K ﹤0.01% 362

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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Sterling Investment Advisors (Pennsylvania)'s UNP Position: Q3 2021 in Review

Sterling Investment Advisors (Pennsylvania) sold out of Union Pacific (UNP) in Q3 2021, closing a stake of 25 shares — an estimated $5K sold.

Sterling Investment Advisors (Pennsylvania) first reported a position in UNP in Q2 2017 and held it in 7 quarters. The position peaked at $11K in Q3 2018. 2,168 funds tracked by Wall St. Rank hold UNP as of Q3 2021.

  • Sterling Investment Advisors (Pennsylvania) reported no remaining Union Pacific position as of Q3 2021 after selling out during the quarter.
  • Sterling Investment Advisors (Pennsylvania) sold 25 Union Pacific shares in Q3 2021, an estimated $5K.
  • Sterling Investment Advisors (Pennsylvania) first reported a position in Union Pacific in Q2 2017 and held it in 7 quarters.
  • Sterling Investment Advisors (Pennsylvania)'s Union Pacific position peaked at $11K in Q3 2018.
  • 2,168 funds tracked by Wall St. Rank held Union Pacific as of Q3 2021.

Based on Sterling Investment Advisors (Pennsylvania)'s 13F filing for Q3 2021, filed 9 Nov 2021.