Xcel Wealth Management’s Union Pacific UNP Stock Holding History

Xcel 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 Q1	–	Sell	-1,822	Closed	-$377K	–	135
2022 Q4	$377K	Buy	1,822 +200	+12%	+$41K	0.15%	90
2022 Q3	$316K	Hold	1,622	–	–	0.12%	101
2022 Q2	$346K	Sell	1,622 -494	-23%	-$112K	0.13%	94
2022 Q1	$578K	Sell	2,116 -5,505	-72%	-$1.39M	0.16%	86
2021 Q4	$1.92M	Sell	7,621 -49	-0.6%	-$11.6K	0.49%	56
2021 Q3	$1.5M	Buy	7,670 +2,650	+53%	+$572K	0.44%	60
2021 Q2	$1.1M	Buy	5,020 +1,820	+57%	+$405K	0.33%	62
2021 Q1	$705K	Buy	+3,200	New	+$672K	0.25%	72

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

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

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

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

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Xcel Wealth Management's UNP Position: Q1 2023 in Review

Xcel Wealth Management sold out of Union Pacific (UNP) in Q1 2023, closing a stake of 1,822 shares — an estimated $377K sold.

Xcel Wealth Management first reported a position in UNP in Q1 2021 and held it in 8 quarters. The position peaked at $1.92M in Q4 2021. 2,374 funds tracked by Wall St. Rank hold UNP as of Q1 2023.

Xcel Wealth Management reported no remaining Union Pacific position as of Q1 2023 after selling out during the quarter.
Xcel Wealth Management sold 1,822 Union Pacific shares in Q1 2023, an estimated $377K.
Xcel Wealth Management first reported a position in Union Pacific in Q1 2021 and held it in 8 quarters.
Xcel Wealth Management's Union Pacific position peaked at $1.92M in Q4 2021.
2,374 funds tracked by Wall St. Rank held Union Pacific as of Q1 2023.

Based on Xcel Wealth Management's 13F filing for Q1 2023, filed 26 Apr 2023.