American Portfolios Advisors’s Unum UNM Stock Holding History

American Portfolios Advisors’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 Q3	$58.4K	Buy	1,506 +748	+99%	+$27.4K	﹤0.01%	1610
2022 Q2	$25.8K	Hold	758	–	–	﹤0.01%	2100
2022 Q1	$23.9K	Hold	758	–	–	﹤0.01%	2276
2021 Q4	$18.6K	Hold	758	–	–	﹤0.01%	2358
2021 Q3	$19K	Sell	758 -100	-12%	-$2.65K	﹤0.01%	2312
2021 Q2	$24.4K	Hold	858	–	–	﹤0.01%	2128
2021 Q1	$23.9K	Sell	858 -726	-46%	-$18.8K	﹤0.01%	1974
2020 Q4	$36.3K	Buy	1,584 +182	+13%	+$3.76K	﹤0.01%	1544
2020 Q3	$23.6K	Buy	1,402 +911	+186%	+$16.2K	﹤0.01%	1630
2020 Q2	$8.15K	Sell	491 -200	-29%	-$3.16K	﹤0.01%	2013
2020 Q1	$10.4K	Hold	691	–	–	﹤0.01%	1792
2019 Q4	$20.1K	Hold	691	–	–	﹤0.01%	1718
2019 Q3	$20.5K	Hold	691	–	–	﹤0.01%	1646
2019 Q2	$23.2K	Hold	691	–	–	﹤0.01%	1620
2019 Q1	$23.4K	Hold	691	–	–	﹤0.01%	1537
2018 Q4	$20.3K	Hold	691	–	–	﹤0.01%	1365
2018 Q3	$27K	Hold	691	–	–	﹤0.01%	1369
2018 Q2	$25.6K	Hold	691	–	–	﹤0.01%	1369
2018 Q1	$32.9K	Hold	691	–	–	﹤0.01%	1200
2017 Q4	$37.9K	Buy	+691	New	+$37.1K	0.01%	1098

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

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

Viking Global Investors Stamford, Connecticut $35.7B AUM 21.3% 1-Year Est. Return

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

American Portfolios Advisors's UNM Position: Q3 2022 in Review

American Portfolios Advisors increased its Unum (UNM) stake by 99% in Q3 2022, buying an estimated $27.4K and bringing the position to 1,506 shares worth $58.4K. The position accounts for ﹤0.01% of the portfolio, ranked #1610.

American Portfolios Advisors first reported a position in UNM in Q4 2017 and has held it in 20 quarters since. 492 funds tracked by Wall St. Rank hold UNM as of Q3 2022.

American Portfolios Advisors held 1,506 shares of Unum worth $58.4K as of Q3 2022.
American Portfolios Advisors bought 748 Unum shares in Q3 2022, an estimated $27.4K.
Unum made up ﹤0.01% of American Portfolios Advisors's portfolio in Q3 2022, its #1610 holding.
American Portfolios Advisors first reported a position in Unum in Q4 2017 and has held it in 20 quarters since.
492 funds tracked by Wall St. Rank held Unum as of Q3 2022.

Based on American Portfolios Advisors's 13F filing for Q3 2022, filed 17 Mar 2023.