Alpha Cubed Investments’s Unum UNM Stock Holding History

Alpha Cubed Investments’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
2024 Q3	–	Sell	-5,500	Closed	-$281K	–	300
2024 Q2	$281K	Hold	5,500	–	–	0.01%	217
2024 Q1	$295K	Buy	+5,500	New	+$268K	0.02%	206
2023 Q4	–	Sell	-5,500	Closed	-$271K	–	297
2023 Q3	$271K	Hold	5,500	–	–	0.02%	194
2023 Q2	$262K	Hold	5,500	–	–	0.02%	210
2023 Q1	$218K	Sell	5,500 -1,500	-21%	-$61.9K	0.02%	241
2022 Q4	$287K	Hold	7,000	–	–	0.02%	219
2022 Q3	$272K	Sell	7,000 -1,000	-13%	-$36.6K	0.02%	207
2022 Q2	$272K	Hold	8,000	–	–	0.02%	248
2022 Q1	$252K	Buy	+8,000	New	+$224K	0.02%	283

Other funds holding UNM

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return

Alpha Cubed Investments's UNM Position: Q3 2024 in Review

Alpha Cubed Investments sold out of Unum (UNM) in Q3 2024, closing a stake of 5,500 shares — an estimated $281K sold.

Alpha Cubed Investments first reported a position in UNM in Q1 2022 and held it in 9 quarters. The position peaked at $295K in Q1 2024. 622 funds tracked by Wall St. Rank hold UNM as of Q3 2024.

Alpha Cubed Investments reported no remaining Unum position as of Q3 2024 after selling out during the quarter.
Alpha Cubed Investments sold 5,500 Unum shares in Q3 2024, an estimated $281K.
Alpha Cubed Investments first reported a position in Unum in Q1 2022 and held it in 9 quarters.
Alpha Cubed Investments's Unum position peaked at $295K in Q1 2024.
622 funds tracked by Wall St. Rank held Unum as of Q3 2024.

Based on Alpha Cubed Investments's 13F filing for Q3 2024, filed 7 Oct 2024.