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KPP Advisory Services’s Union Pacific UNP Stock Holding History

KPP Advisory Services’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
Q4 		– Sell
-1,416
Closed -$288K – 209
2023
Q3 		$288K Buy
+1,416
New +$308K 0.1% 158

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
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

KPP Advisory Services's UNP Position: Q4 2023 in Review

KPP Advisory Services sold out of Union Pacific (UNP) in Q4 2023, closing a stake of 1,416 shares — an estimated $288K sold.

KPP Advisory Services first reported a position in UNP in Q3 2023 and held it in 1 quarter. The position peaked at $288K in Q3 2023. 2,578 funds tracked by Wall St. Rank hold UNP as of Q4 2023.

  • KPP Advisory Services reported no remaining Union Pacific position as of Q4 2023 after selling out during the quarter.
  • KPP Advisory Services sold 1,416 Union Pacific shares in Q4 2023, an estimated $288K.
  • KPP Advisory Services first reported a position in Union Pacific in Q3 2023 and held it in 1 quarter.
  • KPP Advisory Services's Union Pacific position peaked at $288K in Q3 2023.
  • 2,578 funds tracked by Wall St. Rank held Union Pacific as of Q4 2023.

Based on KPP Advisory Services's 13F filing for Q4 2023, filed 14 Feb 2024.