API
UNM icon

Advisor Partners II’s Unum UNM Stock Holding History

Advisor Partners II’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
Q3 		$2.91M Sell
59,257
-2,434
-4% -$119K 0.12% 181
2023
Q2 		$2.94M Buy
61,691
+29,242
+90% +$1.28M 0.14% 143
2023
Q1 		$1.28M Sell
32,449
-1,228
-4% -$50.7K 0.07% 289
2022
Q4 		$1.38M Sell
33,677
-1,204
-3% -$50.4K 0.09% 261
2022
Q3 		$1.35M Buy
+34,881
New +$1.28M 0.1% 212

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

Advisor Partners II's UNM Position: Q3 2023 in Review

Advisor Partners II reduced its Unum (UNM) stake by 3.9% in Q3 2023, selling an estimated $119K and leaving 59,257 shares worth $2.91M. The position accounts for 0.12% of the portfolio, ranked #181.

Advisor Partners II first reported a position in UNM in Q3 2022 and has held it in 5 quarters since. The position peaked at $2.94M in Q2 2023. 579 funds tracked by Wall St. Rank hold UNM as of Q3 2023.

  • Advisor Partners II held 59,257 shares of Unum worth $2.91M as of Q3 2023.
  • Advisor Partners II sold 2,434 Unum shares in Q3 2023, an estimated $119K.
  • Unum made up 0.12% of Advisor Partners II's portfolio in Q3 2023, its #181 holding.
  • Advisor Partners II first reported a position in Unum in Q3 2022 and has held it in 5 quarters since.
  • Advisor Partners II's Unum position peaked at $2.94M in Q2 2023.
  • 579 funds tracked by Wall St. Rank held Unum as of Q3 2023.

Based on Advisor Partners II's 13F filing for Q3 2023, filed 26 Oct 2023.