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Stewardship Financial Advisors’s Union Pacific UNP Stock Holding History

Stewardship Financial 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
2021
Q1 		$490K Buy
2,223
+48
+2% +$10.1K 0.17% 40
2020
Q4 		$453K Hold
2,175
– – 0.17% 39
2020
Q3 		$428K Sell
2,175
-100
-4% -$18.6K 0.18% 37
2020
Q2 		$385K Hold
2,275
– – 0.17% 38
2020
Q1 		$321K Hold
2,275
– – 0.16% 38
2019
Q4 		$411K Hold
2,275
– – 0.15% 38
2019
Q3 		$369K Hold
2,275
– – 0.16% 40
2019
Q2 		$385K Buy
+2,275
New +$390K 0.17% 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
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
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Stewardship Financial Advisors's UNP Position: Q1 2021 in Review

Stewardship Financial Advisors increased its Union Pacific (UNP) stake by 2.2% in Q1 2021, buying an estimated $10.1K and bringing the position to 2,223 shares worth $490K. The position accounts for 0.17% of the portfolio, ranked #40.

Stewardship Financial Advisors first reported a position in UNP in Q2 2019 and has held it in 8 quarters since. 2,196 funds tracked by Wall St. Rank hold UNP as of Q1 2021.

  • Stewardship Financial Advisors held 2,223 shares of Union Pacific worth $490K as of Q1 2021.
  • Stewardship Financial Advisors bought 48 Union Pacific shares in Q1 2021, an estimated $10.1K.
  • Union Pacific made up 0.17% of Stewardship Financial Advisors's portfolio in Q1 2021, its #40 holding.
  • Stewardship Financial Advisors first reported a position in Union Pacific in Q2 2019 and has held it in 8 quarters since.
  • 2,196 funds tracked by Wall St. Rank held Union Pacific as of Q1 2021.

Based on Stewardship Financial Advisors's 13F filing for Q1 2021, filed 16 Apr 2021.