CIP
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Capital Insight Partners’s Union Pacific UNP Stock Holding History

Capital Insight 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
2023
Q2 		– Sell
-1,129
Closed -$227K – 182
2023
Q1 		$227K Buy
+1,129
New +$229K 0.05% 156

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State Street
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Capital International Investors
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Bank of America
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Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Massachusetts Financial Services
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T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Capital Insight Partners's UNP Position: Q2 2023 in Review

Capital Insight Partners sold out of Union Pacific (UNP) in Q2 2023, closing a stake of 1,129 shares — an estimated $227K sold.

Capital Insight Partners first reported a position in UNP in Q1 2023 and held it in 1 quarter. The position peaked at $227K in Q1 2023. 2,413 funds tracked by Wall St. Rank hold UNP as of Q2 2023.

  • Capital Insight Partners reported no remaining Union Pacific position as of Q2 2023 after selling out during the quarter.
  • Capital Insight Partners sold 1,129 Union Pacific shares in Q2 2023, an estimated $227K.
  • Capital Insight Partners first reported a position in Union Pacific in Q1 2023 and held it in 1 quarter.
  • Capital Insight Partners's Union Pacific position peaked at $227K in Q1 2023.
  • 2,413 funds tracked by Wall St. Rank held Union Pacific as of Q2 2023.

Based on Capital Insight Partners's 13F filing for Q2 2023, filed 24 Jul 2023.