Baystate Wealth Management’s Unum UNM Stock Holding History

Baystate 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
2021 Q4	–	Sell	-11	Closed	–	–	976
2021 Q3	$0	Hold	11	–	–	﹤0.01%	892
2021 Q2	$0	Hold	11	–	–	﹤0.01%	863
2021 Q1	$0	Hold	11	–	–	﹤0.01%	834
2020 Q4	$0	Hold	11	–	–	﹤0.01%	765
2020 Q3	$0	Buy	11 +1	+10%	+$18	﹤0.01%	743
2020 Q2	$0	Sell	10 -1	-9%	-$16	﹤0.01%	746
2020 Q1	$0	Hold	11	–	–	﹤0.01%	684
2019 Q4	$0	Sell	11 -420	-97%	-$12.2K	﹤0.01%	662
2019 Q3	$13K	Buy	431 +421	+4,210%	+$12.5K	﹤0.01%	339
2019 Q2	$1K	Hold	10	–	–	﹤0.01%	611
2019 Q1	$1K	Hold	10	–	–	﹤0.01%	626
2018 Q4	$1K	Hold	10	–	–	﹤0.01%	638
2018 Q3	$1K	Sell	10 -1,000	-99%	-$37.3K	﹤0.01%	647
2018 Q2	$38K	Buy	1,010 +1,000	+10,000%	+$41.7K	0.01%	222
2018 Q1	$1K	Hold	10	–	–	﹤0.01%	629
2017 Q4	$1K	Hold	10	–	–	﹤0.01%	621
2017 Q3	$1K	Hold	10	–	–	﹤0.01%	599
2017 Q2	$1K	Hold	10	–	–	﹤0.01%	629
2017 Q1	$1K	Buy	+10	New	+$468	﹤0.01%	596

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

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

DSC

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

Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

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

LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

Baystate Wealth Management's UNM Position: Q4 2021 in Review

Baystate Wealth Management sold out of Unum (UNM) in Q4 2021, closing a stake of 11 shares.

Baystate Wealth Management first reported a position in UNM in Q1 2017 and held it in 19 quarters. The position peaked at $38K in Q2 2018. 444 funds tracked by Wall St. Rank hold UNM as of Q4 2021.

Baystate Wealth Management reported no remaining Unum position as of Q4 2021 after selling out during the quarter.
Baystate Wealth Management sold 11 Unum shares in Q4 2021.
Baystate Wealth Management first reported a position in Unum in Q1 2017 and held it in 19 quarters.
Baystate Wealth Management's Unum position peaked at $38K in Q2 2018.
444 funds tracked by Wall St. Rank held Unum as of Q4 2021.

Based on Baystate Wealth Management's 13F filing for Q4 2021, filed 21 Jan 2022.