Arete Wealth Advisors’s Unum UNM Stock Holding History

Arete Wealth 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
2023 Q2	–	Sell	-16,804	Closed	-$487K	–	760
2023 Q1	$487K	Buy	16,804 +1,496	+10%	+$61.8K	0.04%	349
2022 Q4	$424K	Buy	+15,308	New	+$641K	0.04%	362

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 $2.3T AUM 54.33% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

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

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

Viking Global Investors Stamford, Connecticut $35.1B AUM 21.36% 1-Year Est. Return

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

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

DSC

Donald Smith & Co New York $5.65B AUM 47.79% 1-Year Est. Return

Arete Wealth Advisors's UNM Position: Q2 2023 in Review

Arete Wealth Advisors sold out of Unum (UNM) in Q2 2023, closing a stake of 16,804 shares — an estimated $487K sold.

Arete Wealth Advisors first reported a position in UNM in Q4 2022 and held it in 2 quarters. The position peaked at $487K in Q1 2023. 555 funds tracked by Wall St. Rank hold UNM as of Q2 2023.

Arete Wealth Advisors reported no remaining Unum position as of Q2 2023 after selling out during the quarter.
Arete Wealth Advisors sold 16,804 Unum shares in Q2 2023, an estimated $487K.
Arete Wealth Advisors first reported a position in Unum in Q4 2022 and held it in 2 quarters.
Arete Wealth Advisors's Unum position peaked at $487K in Q1 2023.
555 funds tracked by Wall St. Rank held Unum as of Q2 2023.

Based on Arete Wealth Advisors's 13F filing for Q2 2023, filed 9 Aug 2023.