Advisor Partners’s Unum UNM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | $1.34M | Sell |
39,349
-4,640
| -11% | -$157K | 0.09% | 224 |
|
|
2022
Q1 | $1.39M | Sell |
43,989
-1,264
| -3% | -$35.3K | 0.09% | 232 |
|
|
2021
Q4 | $1.11M | Sell |
45,253
-4,492
| -9% | -$115K | 0.07% | 280 |
|
|
2021
Q3 | $1.25M | Sell |
49,745
-2,446
| -5% | -$64.8K | 0.08% | 224 |
|
|
2021
Q2 | $1.48M | Buy |
52,191
+101
| +0.2% | +$2.97K | 0.1% | 200 |
|
|
2021
Q1 | $1.45M | Buy |
52,090
+372
| +0.7% | +$9.65K | 0.1% | 192 |
|
|
2020
Q4 | $1.19M | Buy |
51,718
+1,842
| +4% | +$38.1K | 0.09% | 209 |
|
|
2020
Q3 | $840K | Buy |
49,876
+23,785
| +91% | +$423K | 0.07% | 250 |
|
|
2020
Q2 | $433K | Sell |
26,091
-54,168
| -67% | -$855K | 0.04% | 403 |
|
|
2020
Q1 | $1.2M | Buy |
80,259
+68,670
| +593% | +$1.65M | 0.15% | 144 |
|
|
2019
Q4 | $331K | Buy |
11,589
+3,337
| +40% | +$97.1K | 0.03% | 462 |
|
|
2019
Q3 | $245K | Sell |
8,252
-2,362
| -22% | -$70.1K | 0.03% | 549 |
|
|
2019
Q2 | $356K | Sell |
10,614
-535
| -5% | -$18.5K | 0.04% | 404 |
|
|
2019
Q1 | $377K | Buy |
11,149
+2,709
| +32% | +$94.3K | 0.05% | 370 |
|
|
2018
Q4 | $248K | Sell |
8,440
-2,235
| -21% | -$78.2K | 0.04% | 469 |
|
|
2018
Q3 | $417K | Buy |
10,675
+1,309
| +14% | +$48.8K | 0.06% | 350 |
|
|
2018
Q2 | $346K | Sell |
9,366
-137
| -1% | -$5.71K | 0.06% | 372 |
|
|
2018
Q1 | $452K | Sell |
9,503
-854
| -8% | -$44.6K | 0.08% | 288 |
|
|
2017
Q4 | $580K | Buy |
10,357
+347
| +3% | +$18.6K | 0.1% | 231 |
|
|
2017
Q3 | $512K | Buy |
10,010
+500
| +5% | +$24.4K | 0.1% | 218 |
|
|
2017
Q2 | $443K | Buy |
9,510
+585
| +7% | +$26.9K | 0.1% | 239 |
|
|
2017
Q1 | $418K | Sell |
8,925
-188
| -2% | -$8.8K | 0.11% | 235 |
|
|
2016
Q4 | $400K | Buy |
9,113
+370
| +4% | +$14.8K | 0.12% | 203 |
|
|
2016
Q3 | $309K | Buy |
8,743
+899
| +11% | +$30.4K | 0.1% | 245 |
|
|
2016
Q2 | $249K | Buy |
7,844
+714
| +10% | +$24.1K | 0.09% | 278 |
|
|
2016
Q1 | $220K | Buy |
7,130
+402
| +6% | +$11.8K | 0.08% | 297 |
|
|
2015
Q4 | $224K | Buy |
+6,728
| New | +$232K | 0.08% | 282 |
|
|
2015
Q3 | – | Sell |
-6,123
| Closed | -$208K | – | 346 |
|
|
2015
Q2 | $208K | Buy |
6,123
+19
| +0.3% | +$664 | 0.08% | 306 |
|
|
2015
Q1 | $206K | Buy |
+6,104
| New | +$202K | 0.09% | 303 |
|
Other funds holding UNM
DSC
Advisor Partners's UNM Position: Q2 2022 in Review
Advisor Partners reduced its Unum (UNM) stake by 11% in Q2 2022, selling an estimated $157K and leaving 39,349 shares worth $1.34M. The position accounts for 0.09% of the portfolio, ranked #224.
Advisor Partners first reported a position in UNM in Q1 2015 and has held it in 29 quarters since. The position peaked at $1.48M in Q2 2021. 486 funds tracked by Wall St. Rank hold UNM as of Q2 2022.
- Advisor Partners held 39,349 shares of Unum worth $1.34M as of Q2 2022.
- Advisor Partners sold 4,640 Unum shares in Q2 2022, an estimated $157K.
- Unum made up 0.09% of Advisor Partners's portfolio in Q2 2022, its #224 holding.
- Advisor Partners first reported a position in Unum in Q1 2015 and has held it in 29 quarters since.
- Advisor Partners's Unum position peaked at $1.48M in Q2 2021.
- 486 funds tracked by Wall St. Rank held Unum as of Q2 2022.
Based on Advisor Partners's 13F filing for Q2 2022, filed 11 Aug 2022.