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AGF Investments LLC’s Unum UNM Stock Holding History

AGF Investments LLC’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
Q2 		– Sell
-1,464
Closed -$46K – 471
2022
Q1 		$46K Buy
1,464
+93
+7% +$2.6K ﹤0.01% 349
2021
Q4 		$34K Buy
+1,371
New +$35.1K ﹤0.01% 387
2018
Q4 		– Sell
-140
Closed -$5K – 831
2018
Q3 		$5K Hold
140
– – ﹤0.01% 789
2018
Q2 		$5 Buy
140
+40
+40% +$1.67K ﹤0.01% 789
2018
Q1 		$4K Sell
100
-384
-79% -$20.1K ﹤0.01% 587
2017
Q4 		$27K Buy
484
+166
+52% +$8.91K ﹤0.01% 364
2017
Q3 		$17K Sell
318
-22
-6% -$1.07K ﹤0.01% 382
2017
Q2 		$16K Hold
340
– – ﹤0.01% 401
2017
Q1 		$16K Buy
340
+50
+17% +$2.34K ﹤0.01% 406
2016
Q4 		$13K Buy
+290
New +$11.6K ﹤0.01% 448

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
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
Viking Global Investors
Viking Global Investors Stamford, Connecticut $35.7B AUM 21.3% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

AGF Investments LLC's UNM Position: Q2 2022 in Review

AGF Investments LLC sold out of Unum (UNM) in Q2 2022, closing a stake of 1,464 shares — an estimated $46K sold.

AGF Investments LLC first reported a position in UNM in Q4 2016 and held it in 10 quarters. The position peaked at $46K in Q1 2022. 486 funds tracked by Wall St. Rank hold UNM as of Q2 2022.

  • AGF Investments LLC reported no remaining Unum position as of Q2 2022 after selling out during the quarter.
  • AGF Investments LLC sold 1,464 Unum shares in Q2 2022, an estimated $46K.
  • AGF Investments LLC first reported a position in Unum in Q4 2016 and held it in 10 quarters.
  • AGF Investments LLC's Unum position peaked at $46K in Q1 2022.
  • 486 funds tracked by Wall St. Rank held Unum as of Q2 2022.

Based on AGF Investments LLC's 13F filing for Q2 2022, filed 12 Aug 2022.