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Steward Partners Investment Solutions’s Union Pacific UNP Stock Holding History

Steward Partners Investment Solutions’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
Q1 		$1.43M Sell
5,800
-300
-5% -$73.8K 0.24% 84
2023
Q4 		$1.5M Buy
+6,100
New +$1.34M 0.62% 43

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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
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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Steward Partners Investment Solutions's UNP Position: Q1 2024 in Review

Steward Partners Investment Solutions reduced its Union Pacific (UNP) stake by 4.9% in Q1 2024, selling an estimated $73.8K and leaving 5,800 shares worth $1.43M. The position accounts for 0.24% of the portfolio, ranked #84.

Steward Partners Investment Solutions first reported a position in UNP in Q4 2023 and has held it in 2 quarters since. The position peaked at $1.5M in Q4 2023. 2,613 funds tracked by Wall St. Rank hold UNP as of Q1 2024.

  • Steward Partners Investment Solutions held 5,800 shares of Union Pacific worth $1.43M as of Q1 2024.
  • Steward Partners Investment Solutions sold 300 Union Pacific shares in Q1 2024, an estimated $73.8K.
  • Union Pacific made up 0.24% of Steward Partners Investment Solutions's portfolio in Q1 2024, its #84 holding.
  • Steward Partners Investment Solutions first reported a position in Union Pacific in Q4 2023 and has held it in 2 quarters since.
  • Steward Partners Investment Solutions's Union Pacific position peaked at $1.5M in Q4 2023.
  • 2,613 funds tracked by Wall St. Rank held Union Pacific as of Q1 2024.

Based on Steward Partners Investment Solutions's 13F filing for Q1 2024, filed 15 May 2024.