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Union Pacific Corporation shares owned by Summit Financial Strategies

Quarter-by-quarter ownership of Union Pacific Corporation (UNP) shares owned by Summit Financial Strategies from 13F filings

Historical chart of Summit Financial Strategies investment in Union Pacific Corporation

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All positions including Union Pacific Corporation held by Summit Financial Strategies consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Union Pacific Corporation by Summit Financial Strategies

Quarter filed Position value Share count Share price at filing
2024-03-31 $234k 953 245.93
2022-03-31 $249k 913 272.73
2021-12-31 $230k 913 251.92
2021-09-30 $294k 1.5k 196.00
2021-06-30 $332k 1.5k 219.87

More positions owned by Summit Financial Strategies

Dimensional Etf Trust Intl Core Equity (DFIC)
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)
Ishares Tr Core S&p500 Etf (IVV)
Schwab Strategic Tr Us Mid-cap Etf (SCHM)
American Centy Etf Tr Avantis Emgmkt (AVEM)
Packaging Corporation of America (PKG)
Ishares Tr Core S&p Mcp Etf (IJH)
Vanguard Index Fds Sml Cp Grw Etf (VBK)
Dimensional Etf Trust Us Large Cap Val (DFLV)
Schwab Strategic Tr Us Sml Cap Etf (SCHA)
Ishares Tr Core S&p Scp Etf (IJR)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Dimensional Etf Trust Global Real Est (DFGR)
Dimensional Etf Trust Us Targeted Vlu (DFAT)
Apple (AAPL)

View all positions for Summit Financial Strategies

Top funds holding Union Pacific Corporation

Vanguard Group
BlackRock
Bank of America Corporation
Geode Capital Management
Morgan Stanley
Massachusetts Financial Services
Jpmorgan Chase & Co
Ameriprise Financial
T. Rowe Price Associates
Wellington Management Company
Franklin Resources
Northern Trust
Fisher Investments
Legal & General Group
FMR

View all funds holding Union Pacific Corporation