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ACG Wealth’s Unum UNM Stock Holding History

ACG Wealth’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
2022
Q3 		– Sell
-3
Closed – – 969
2022
Q2 		$0 Buy
+3
New +$102 ﹤0.01% 1080

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
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
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
DSC
Donald Smith & Co New York $5.56B AUM 47.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

ACG Wealth's UNM Position: Q3 2022 in Review

ACG Wealth sold out of Unum (UNM) in Q3 2022, closing a stake of 3 shares.

ACG Wealth first reported a position in UNM in Q2 2022 and held it in 1 quarter. The position peaked at $0 in Q2 2022. 492 funds tracked by Wall St. Rank hold UNM as of Q3 2022.

  • ACG Wealth reported no remaining Unum position as of Q3 2022 after selling out during the quarter.
  • ACG Wealth sold 3 Unum shares in Q3 2022.
  • ACG Wealth first reported a position in Unum in Q2 2022 and held it in 1 quarter.
  • ACG Wealth's Unum position peaked at $0 in Q2 2022.
  • 492 funds tracked by Wall St. Rank held Unum as of Q3 2022.

Based on ACG Wealth's 13F filing for Q3 2022, filed 3 Nov 2022.