Accel Wealth Management’s Unum UNM Stock Holding History

Accel 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
2023 Q2	–	Sell	-200	Closed	-$7.91K	–	823
2023 Q1	$7.91K	Hold	200	–	–	﹤0.01%	945
2022 Q4	$8.21K	Hold	200	–	–	﹤0.01%	746
2022 Q3	$8K	Hold	200	–	–	﹤0.01%	786
2022 Q2	$6K	Sell	200 -200	-50%	-$6.77K	﹤0.01%	793
2022 Q1	$13K	Hold	400	–	–	0.01%	667
2021 Q4	$10K	Hold	400	–	–	﹤0.01%	717
2021 Q3	$10K	Sell	400 -100	-20%	-$2.65K	0.01%	648
2021 Q2	$14K	Hold	500	–	–	0.01%	632
2021 Q1	$14K	Sell	500 -100	-17%	-$2.6K	0.01%	598
2020 Q4	$14K	Buy	+600	New	+$12.4K	0.01%	566

Other funds holding UNM

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Fidelity Investments

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Dimensional Fund Advisors

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Viking Global Investors

Viking Global Investors Stamford, Connecticut $35.7B AUM 21.3% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

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

Donald Smith & Co New York $5.56B AUM 47.13% 1-Year Est. Return