B. Riley Wealth Advisors’s Unum UNM Stock Holding History

B. Riley 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
2024 Q4	$229K	Sell	3,135 -1,019	-25%	-$70.3K	0.01%	982
2024 Q3	$247K	Sell	4,154 -239	-5%	-$13K	0.01%	1048
2024 Q2	$225K	Sell	4,393 -8,370	-66%	-$433K	0.01%	1171
2024 Q1	$628K	Buy	12,763 +8,131	+176%	+$396K	0.02%	690
2023 Q4	$209K	Sell	4,632 -8,131	-64%	-$370K	0.01%	1235
2023 Q3	$628K	Buy	12,763 +1,074	+9%	+$52.5K	0.02%	690
2023 Q2	$558K	Buy	11,689 +777	+7%	+$33.9K	0.01%	797
2023 Q1	$432K	Buy	10,912 +151	+1%	+$6.24K	0.01%	868
2022 Q4	$442K	Sell	10,761 -146	-1%	-$6.12K	0.01%	844
2022 Q3	$423K	Buy	+10,907	New	+$399K	0.01%	833

Other funds holding UNM

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

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

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

B. Riley Wealth Advisors's UNM Position: Q4 2024 in Review

B. Riley Wealth Advisors reduced its Unum (UNM) stake by 25% in Q4 2024, selling an estimated $70.3K and leaving 3,135 shares worth $229K. The position accounts for 0.01% of the portfolio, ranked #982.

B. Riley Wealth Advisors first reported a position in UNM in Q3 2022 and has held it in 10 quarters since. The position peaked at $628K in Q1 2024. 682 funds tracked by Wall St. Rank hold UNM as of Q4 2024.

B. Riley Wealth Advisors held 3,135 shares of Unum worth $229K as of Q4 2024.
B. Riley Wealth Advisors sold 1,019 Unum shares in Q4 2024, an estimated $70.3K.
Unum made up 0.01% of B. Riley Wealth Advisors's portfolio in Q4 2024, its #982 holding.
B. Riley Wealth Advisors first reported a position in Unum in Q3 2022 and has held it in 10 quarters since.
B. Riley Wealth Advisors's Unum position peaked at $628K in Q1 2024.
682 funds tracked by Wall St. Rank held Unum as of Q4 2024.

Based on B. Riley Wealth Advisors's 13F filing for Q4 2024, filed 25 Feb 2025.