Bangor Savings Bank’s Unum UNM Stock Holding History

Bangor Savings Bank’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 Q2	–	Sell	-664	Closed	-$35.6K	–	530
2024 Q1	$35.6K	Hold	664	–	–	﹤0.01%	319
2023 Q4	$30K	Hold	664	–	–	﹤0.01%	336
2023 Q3	$32.7K	Buy	664 +332	+100%	+$16.2K	﹤0.01%	324
2023 Q2	$15.8K	Buy	+332	New	+$14.5K	﹤0.01%	400

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

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

Norges Bank Oslo, Norway $935B AUM

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

AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

Bangor Savings Bank's UNM Position: Q2 2024 in Review

Bangor Savings Bank sold out of Unum (UNM) in Q2 2024, closing a stake of 664 shares — an estimated $35.6K sold.

Bangor Savings Bank first reported a position in UNM in Q2 2023 and held it in 4 quarters. The position peaked at $35.6K in Q1 2024. 577 funds tracked by Wall St. Rank hold UNM as of Q2 2024.

Bangor Savings Bank reported no remaining Unum position as of Q2 2024 after selling out during the quarter.
Bangor Savings Bank sold 664 Unum shares in Q2 2024, an estimated $35.6K.
Bangor Savings Bank first reported a position in Unum in Q2 2023 and held it in 4 quarters.
Bangor Savings Bank's Unum position peaked at $35.6K in Q1 2024.
577 funds tracked by Wall St. Rank held Unum as of Q2 2024.

Based on Bangor Savings Bank's 13F filing for Q2 2024, filed 15 Jul 2024.