SFP
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Sweet Financial Partners’s Union Pacific UNP Stock Holding History

Sweet Financial Partners’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
Q3 		$1.22M Buy
4,951
+10
+0.2% +$2.42K 0.26% 76
2024
Q2 		$1.12M Sell
4,941
-16
-0.3% -$3.75K 0.26% 74
2024
Q1 		$1.22M Sell
4,957
-270
-5% -$66.4K 0.28% 73
2023
Q4 		$1.28M Sell
5,227
-110
-2% -$24.2K 0.31% 67
2023
Q3 		$1.09M Sell
5,337
-266
-5% -$57.9K 0.29% 69
2023
Q2 		$1.15M Sell
5,603
-184
-3% -$36.6K 0.3% 68
2023
Q1 		$1.16M Sell
5,787
-203
-3% -$41.1K 0.32% 59
2022
Q4 		$1.24M Sell
5,990
-229
-4% -$47K 0.36% 42
2022
Q3 		$1.21M Sell
6,219
-95
-2% -$21K 0.39% 36
2022
Q2 		$1.35M Sell
6,314
-134
-2% -$30.5K 0.42% 33
2022
Q1 		$1.76M Buy
6,448
+1,110
+21% +$280K 0.47% 30
2021
Q4 		$1.34M Buy
+5,338
New +$1.26M 0.56% 25

Other funds holding UNP

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Sweet Financial Partners's UNP Position: Q3 2024 in Review

Sweet Financial Partners increased its Union Pacific (UNP) stake by 0.2% in Q3 2024, buying an estimated $2.42K and bringing the position to 4,951 shares worth $1.22M. The position accounts for 0.26% of the portfolio, ranked #76.

Sweet Financial Partners first reported a position in UNP in Q4 2021 and has held it in 12 quarters since. The position peaked at $1.76M in Q1 2022. 2,612 funds tracked by Wall St. Rank hold UNP as of Q3 2024.

  • Sweet Financial Partners held 4,951 shares of Union Pacific worth $1.22M as of Q3 2024.
  • Sweet Financial Partners bought 10 Union Pacific shares in Q3 2024, an estimated $2.42K.
  • Union Pacific made up 0.26% of Sweet Financial Partners's portfolio in Q3 2024, its #76 holding.
  • Sweet Financial Partners first reported a position in Union Pacific in Q4 2021 and has held it in 12 quarters since.
  • Sweet Financial Partners's Union Pacific position peaked at $1.76M in Q1 2022.
  • 2,612 funds tracked by Wall St. Rank held Union Pacific as of Q3 2024.

Based on Sweet Financial Partners's 13F filing for Q3 2024, filed 16 Oct 2024.