BWM
UNM icon

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
2022
Q3 		– Hold
0
– – – 1022
2022
Q2 		– Hold
0
– – – 1037
2021
Q4 		– Sell
-11
Closed – – 991
2021
Q3 		$0 Hold
11
– – ﹤0.01% 915
2021
Q2 		$0 Hold
11
– – ﹤0.01% 867
2021
Q1 		$0 Hold
11
– – ﹤0.01% 835
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% 749
2020
Q1 		$0 Hold
11
– – ﹤0.01% 688
2019
Q4 		$0 Sell
11
-420
-97% -$12.2K ﹤0.01% 664
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
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Viking Global Investors
Viking Global Investors Stamford, Connecticut $35.7B AUM 21.3% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
DSC
Donald Smith & Co New York $5.56B AUM 47.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return