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B. Metzler seel. Sohn & Co’s Unum UNM Stock Holding History

B. Metzler seel. Sohn & Co’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
2021
Q3 		– Sell
-7,612
Closed -$216K – 719
2021
Q2 		$216K Sell
7,612
-16,339
-68% -$480K ﹤0.01% 671
2021
Q1 		$667K Hold
23,951
– – 0.01% 500
2020
Q4 		$537K Buy
+23,951
New +$495K 0.01% 515

Other funds holding UNM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
DSC
Donald Smith & Co New York $5.65B AUM 47.79% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

B. Metzler seel. Sohn & Co's UNM Position: Q3 2021 in Review

B. Metzler seel. Sohn & Co sold out of Unum (UNM) in Q3 2021, closing a stake of 7,612 shares — an estimated $216K sold.

B. Metzler seel. Sohn & Co first reported a position in UNM in Q4 2020 and held it in 3 quarters. The position peaked at $667K in Q1 2021. 458 funds tracked by Wall St. Rank hold UNM as of Q3 2021.

  • B. Metzler seel. Sohn & Co reported no remaining Unum position as of Q3 2021 after selling out during the quarter.
  • B. Metzler seel. Sohn & Co sold 7,612 Unum shares in Q3 2021, an estimated $216K.
  • B. Metzler seel. Sohn & Co first reported a position in Unum in Q4 2020 and held it in 3 quarters.
  • B. Metzler seel. Sohn & Co's Unum position peaked at $667K in Q1 2021.
  • 458 funds tracked by Wall St. Rank held Unum as of Q3 2021.

Based on B. Metzler seel. Sohn & Co's 13F filing for Q3 2021, filed 1 Nov 2021.