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 $6.73T AUM 46.02% 1-Year Est. Return

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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Viking Global Investors Stamford, Connecticut $35.1B AUM 21.36% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

DSC

Donald Smith & Co New York $5.65B AUM 47.79% 1-Year Est. Return

Accel Wealth Management's UNM Position: Q2 2023 in Review

Accel Wealth Management sold out of Unum (UNM) in Q2 2023, closing a stake of 200 shares — an estimated $7.91K sold.

Accel Wealth Management first reported a position in UNM in Q4 2020 and held it in 10 quarters. The position peaked at $14K in Q2 2021. 555 funds tracked by Wall St. Rank hold UNM as of Q2 2023.

Accel Wealth Management reported no remaining Unum position as of Q2 2023 after selling out during the quarter.
Accel Wealth Management sold 200 Unum shares in Q2 2023, an estimated $7.91K.
Accel Wealth Management first reported a position in Unum in Q4 2020 and held it in 10 quarters.
Accel Wealth Management's Unum position peaked at $14K in Q2 2021.
555 funds tracked by Wall St. Rank held Unum as of Q2 2023.

Based on Accel Wealth Management's 13F filing for Q2 2023, filed 24 Jul 2023.