Carmichael Hill & Associates’s Union Pacific UNP Stock Holding History

Carmichael Hill & Associates’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	–	Sell	-262	Closed	-$63.5K	–	809
2024 Q2	$59.4K	Buy	262 +3	+1%	+$703	0.02%	317
2024 Q1	$63.8K	Hold	259	–	–	0.03%	310
2023 Q4	$63.7K	Buy	259 +3	+1%	+$660	0.03%	314
2023 Q3	$52.2K	Buy	256 +1	+0.4%	+$218	0.02%	325
2023 Q2	$52.1K	Buy	255 +2	+0.8%	+$398	0.02%	327
2023 Q1	$51K	Hold	253	–	–	0.02%	320
2022 Q4	$52.4K	Buy	253 +3	+1%	+$615	0.03%	328
2022 Q3	$49K	Hold	250	–	–	0.03%	329
2022 Q2	$53K	Hold	250	–	–	0.03%	320
2022 Q1	$68K	Hold	250	–	–	0.03%	298
2021 Q4	$63K	Sell	250 -50	-17%	-$11.8K	0.03%	331
2021 Q3	$59K	Hold	300	–	–	0.03%	325
2021 Q2	$66K	Hold	300	–	–	0.03%	306
2021 Q1	$66K	Hold	300	–	–	0.04%	290
2020 Q4	$62K	Hold	300	–	–	0.04%	287
2020 Q3	$59K	Hold	300	–	–	0.04%	281
2020 Q2	$51K	Hold	300	–	–	0.04%	275
2020 Q1	$42K	Hold	300	–	–	0.04%	277
2019 Q4	$54K	Buy	+300	New	+$51.4K	0.04%	274

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

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

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

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

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

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

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

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

Carmichael Hill & Associates's UNP Position: Q3 2024 in Review

Carmichael Hill & Associates sold out of Union Pacific (UNP) in Q3 2024, closing a stake of 262 shares — an estimated $63.5K sold.

Carmichael Hill & Associates first reported a position in UNP in Q4 2019 and held it in 19 quarters. The position peaked at $68K in Q1 2022. 2,606 funds tracked by Wall St. Rank hold UNP as of Q3 2024.

Carmichael Hill & Associates reported no remaining Union Pacific position as of Q3 2024 after selling out during the quarter.
Carmichael Hill & Associates sold 262 Union Pacific shares in Q3 2024, an estimated $63.5K.
Carmichael Hill & Associates first reported a position in Union Pacific in Q4 2019 and held it in 19 quarters.
Carmichael Hill & Associates's Union Pacific position peaked at $68K in Q1 2022.
2,606 funds tracked by Wall St. Rank held Union Pacific as of Q3 2024.

Based on Carmichael Hill & Associates's 13F filing for Q3 2024, filed 29 Oct 2024.