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Royal Capital Wealth Management’s Union Pacific UNP Stock Holding History

Royal Capital Wealth Management’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
Q3 		– Sell
-1,245
Closed -$255K – 101
2023
Q2 		$255K Buy
1,245
+8
+0.6% +$1.59K 0.24% 76
2023
Q1 		$249K Hold
1,237
– – 0.25% 81
2022
Q4 		$256K Buy
1,237
+14
+1% +$2.87K 0.27% 73
2022
Q3 		$238K Buy
1,223
+7
+0.6% +$1.55K 0.28% 79
2022
Q2 		$259K Buy
1,216
+5
+0.4% +$1.14K 0.28% 75
2022
Q1 		$331K Hold
1,211
– – 0.32% 72
2021
Q4 		$305K Buy
+1,211
New +$287K 0.3% 77

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
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Royal Capital Wealth Management's UNP Position: Q3 2023 in Review

Royal Capital Wealth Management sold out of Union Pacific (UNP) in Q3 2023, closing a stake of 1,245 shares — an estimated $255K sold.

Royal Capital Wealth Management first reported a position in UNP in Q4 2021 and held it in 7 quarters. The position peaked at $331K in Q1 2022. 2,397 funds tracked by Wall St. Rank hold UNP as of Q3 2023.

  • Royal Capital Wealth Management reported no remaining Union Pacific position as of Q3 2023 after selling out during the quarter.
  • Royal Capital Wealth Management sold 1,245 Union Pacific shares in Q3 2023, an estimated $255K.
  • Royal Capital Wealth Management first reported a position in Union Pacific in Q4 2021 and held it in 7 quarters.
  • Royal Capital Wealth Management's Union Pacific position peaked at $331K in Q1 2022.
  • 2,397 funds tracked by Wall St. Rank held Union Pacific as of Q3 2023.

Based on Royal Capital Wealth Management's 13F filing for Q3 2023, filed 14 Nov 2023.