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Regal Wealth Group’s Union Pacific UNP Stock Holding History

Regal Wealth Group’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
2021
Q2 		– Sell
-36
Closed -$8K – 227
2021
Q1 		$8K Hold
36
– – ﹤0.01% 189
2020
Q4 		$7K Hold
36
– – ﹤0.01% 168
2020
Q3 		$7K Hold
36
– – 0.01% 160
2020
Q2 		$6K Hold
36
– – 0.01% 160
2020
Q1 		$5K Hold
36
– – ﹤0.01% 148
2019
Q4 		$7K Hold
36
– – ﹤0.01% 164
2019
Q3 		$6K Hold
36
– – ﹤0.01% 146
2019
Q2 		$6K Hold
36
– – ﹤0.01% 138
2019
Q1 		$6K Hold
36
– – ﹤0.01% 133
2018
Q4 		$5K Hold
36
– – ﹤0.01% 133
2018
Q3 		$6K Hold
36
– – ﹤0.01% 132
2018
Q2 		$5K Hold
36
– – 0.01% 143
2018
Q1 		$5K Hold
36
– – ﹤0.01% 146
2017
Q4 		$5K Buy
+36
New +$4.34K ﹤0.01% 145

Other funds holding UNP

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return

Regal Wealth Group's UNP Position: Q2 2021 in Review

Regal Wealth Group sold out of Union Pacific (UNP) in Q2 2021, closing a stake of 36 shares — an estimated $8K sold.

Regal Wealth Group first reported a position in UNP in Q4 2017 and held it in 14 quarters. The position peaked at $8K in Q1 2021. 2,193 funds tracked by Wall St. Rank hold UNP as of Q2 2021.

  • Regal Wealth Group reported no remaining Union Pacific position as of Q2 2021 after selling out during the quarter.
  • Regal Wealth Group sold 36 Union Pacific shares in Q2 2021, an estimated $8K.
  • Regal Wealth Group first reported a position in Union Pacific in Q4 2017 and held it in 14 quarters.
  • Regal Wealth Group's Union Pacific position peaked at $8K in Q1 2021.
  • 2,193 funds tracked by Wall St. Rank held Union Pacific as of Q2 2021.

Based on Regal Wealth Group's 13F filing for Q2 2021, filed 2 Aug 2021.