Avior Wealth Management’s Unum UNM Stock Holding History

Avior Wealth Management’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
2025 Q1	–	Sell	-90	Closed	-$6.57K	–	2242
2024 Q4	$6.57K	Hold	90	–	–	﹤0.01%	1764
2024 Q3	$5.35K	Hold	90	–	–	﹤0.01%	1761
2024 Q2	$4.6K	Sell	90 -107	-54%	-$5.54K	﹤0.01%	1750
2024 Q1	$10.6K	Buy	197 +57	+41%	+$2.78K	﹤0.01%	1855
2023 Q4	$6.33K	Buy	140 +50	+56%	+$2.28K	﹤0.01%	1084
2023 Q3	$4.43K	Hold	90	–	–	﹤0.01%	1226
2023 Q2	$4.29K	Buy	+90	New	+$3.93K	﹤0.01%	1215
2021 Q3	–	Sell	-72	Closed	-$2K	–	1184
2021 Q2	$2K	Buy	+72	New	+$2.12K	﹤0.01%	918

Other funds holding UNM

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

BlackRock New York $6.73T AUM 46.02% 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

First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 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

Avior Wealth Management's UNM Position: Q1 2025 in Review

Avior Wealth Management sold out of Unum (UNM) in Q1 2025, closing a stake of 90 shares — an estimated $6.57K sold.

Avior Wealth Management first reported a position in UNM in Q2 2021 and held it in 8 quarters. The position peaked at $10.6K in Q1 2024. 726 funds tracked by Wall St. Rank hold UNM as of Q1 2025.

Avior Wealth Management reported no remaining Unum position as of Q1 2025 after selling out during the quarter.
Avior Wealth Management sold 90 Unum shares in Q1 2025, an estimated $6.57K.
Avior Wealth Management first reported a position in Unum in Q2 2021 and held it in 8 quarters.
Avior Wealth Management's Unum position peaked at $10.6K in Q1 2024.
726 funds tracked by Wall St. Rank held Unum as of Q1 2025.

Based on Avior Wealth Management's 13F filing for Q1 2025, filed 21 Apr 2025.