Capitol Family Office’s Union Pacific UNP Stock Holding History

Capitol Family Office’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	-11,422	Closed	-$2.3M	–	18
2023 Q1	$2.3M	Sell	11,422 -324	-3%	-$65.7K	4.54%	8
2022 Q4	$2.43M	Sell	11,746 -373	-3%	-$76.5K	4.93%	10
2022 Q3	$2.36M	Sell	12,119 -107	-0.9%	-$23.7K	3.54%	10
2022 Q2	$2.61M	Buy	12,226 +168	+1%	+$38.2K	2.69%	12
2022 Q1	$3.29M	Sell	12,058 -6,550	-35%	-$1.65M	2.65%	11
2021 Q4	$4.69M	Buy	+18,608	New	+$4.41M	3.22%	9

Other funds holding UNP

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Capitol Family Office's UNP Position: Q2 2023 in Review

Capitol Family Office sold out of Union Pacific (UNP) in Q2 2023, closing a stake of 11,422 shares — an estimated $2.3M sold.

Capitol Family Office first reported a position in UNP in Q4 2021 and held it in 6 quarters. The position peaked at $4.69M in Q4 2021. 2,413 funds tracked by Wall St. Rank hold UNP as of Q2 2023.

Capitol Family Office reported no remaining Union Pacific position as of Q2 2023 after selling out during the quarter.
Capitol Family Office sold 11,422 Union Pacific shares in Q2 2023, an estimated $2.3M.
Capitol Family Office first reported a position in Union Pacific in Q4 2021 and held it in 6 quarters.
Capitol Family Office's Union Pacific position peaked at $4.69M in Q4 2021.
2,413 funds tracked by Wall St. Rank held Union Pacific as of Q2 2023.

Based on Capitol Family Office's 13F filing for Q2 2023, filed 17 Jul 2023.