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Abich Financial Wealth Management’s Unum UNM Stock Holding History

Abich Financial Wealth Management’s Portfolio UNM Stock Details UNM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		$1.07K Sell
18
-1,295
-99% -$70.3K ﹤0.01% 360
2024
Q2 		$67.1K Buy
+1,313
New +$67.9K 0.05% 130

Other funds holding UNM

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

Abich Financial Wealth Management's UNM Position: Q3 2024 in Review

Abich Financial Wealth Management reduced its Unum (UNM) stake by 99% in Q3 2024, selling an estimated $70.3K and leaving 18 shares worth $1.07K. The position accounts for ﹤0.01% of the portfolio, ranked #360.

Abich Financial Wealth Management first reported a position in UNM in Q2 2024 and has held it in 2 quarters since. The position peaked at $67.1K in Q2 2024. 621 funds tracked by Wall St. Rank hold UNM as of Q3 2024.

  • Abich Financial Wealth Management held 18 shares of Unum worth $1.07K as of Q3 2024.
  • Abich Financial Wealth Management sold 1,295 Unum shares in Q3 2024, an estimated $70.3K.
  • Unum made up ﹤0.01% of Abich Financial Wealth Management's portfolio in Q3 2024, its #360 holding.
  • Abich Financial Wealth Management first reported a position in Unum in Q2 2024 and has held it in 2 quarters since.
  • Abich Financial Wealth Management's Unum position peaked at $67.1K in Q2 2024.
  • 621 funds tracked by Wall St. Rank held Unum as of Q3 2024.

Based on Abich Financial Wealth Management's 13F filing for Q3 2024, filed 25 Oct 2024.