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Ahrens Investment Partners’s Unum UNM Stock Holding History

Ahrens Investment Partners’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
Q1 		$43.6K Buy
+1,102
New +$45.5K 0.02% 345
2022
Q3 		– Sell
-340
Closed -$12K – 857
2022
Q2 		$12K Sell
340
-660
-66% -$22.3K 0.01% 609
2022
Q1 		$32K Buy
+1,000
New +$27.9K 0.01% 501

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Norges Bank Oslo, Norway $935B AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
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
Viking Global Investors
Viking Global Investors Stamford, Connecticut $35.7B AUM 21.3% 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

Ahrens Investment Partners's UNM Position: Q1 2023 in Review

Ahrens Investment Partners opened a new position in Unum (UNM) in Q1 2023: 1,102 shares worth $43.6K. The stake represents 0.02% of the portfolio and ranks #345 among its holdings. This is a return to the name: Ahrens Investment Partners previously reported a position in UNM as recently as Q2 2022.

Ahrens Investment Partners first reported a position in UNM in Q1 2022 and has held it in 3 quarters since. 525 funds tracked by Wall St. Rank hold UNM as of Q1 2023.

  • Ahrens Investment Partners held 1,102 shares of Unum worth $43.6K as of Q1 2023.
  • Unum was a new Ahrens Investment Partners position in Q1 2023.
  • Unum made up 0.02% of Ahrens Investment Partners's portfolio in Q1 2023, its #345 holding.
  • Ahrens Investment Partners first reported a position in Unum in Q1 2022 and has held it in 3 quarters since.
  • 525 funds tracked by Wall St. Rank held Unum as of Q1 2023.

Based on Ahrens Investment Partners's 13F filing for Q1 2023, filed 24 Apr 2023.