Benjamin F. Edwards & Company’s Unum UNM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | $518K | Buy |
10,126
+217
| +2% | +$11.2K | 0.01% | 680 |
|
|
2024
Q1 | $532K | Buy |
9,909
+8,369
| +543% | +$408K | 0.01% | 647 |
|
|
2023
Q4 | $70K | Hold |
1,540
| – | – | ﹤0.01% | 1182 |
|
|
2023
Q3 | $76K | Hold |
1,540
| – | – | ﹤0.01% | 963 |
|
|
2023
Q2 | $73K | Sell |
1,540
-400
| -21% | -$17.5K | ﹤0.01% | 983 |
|
|
2023
Q1 | $77K | Hold |
1,940
| – | – | ﹤0.01% | 984 |
|
|
2022
Q4 | $80K | Hold |
1,940
| – | – | ﹤0.01% | 958 |
|
|
2022
Q3 | $75K | Hold |
1,940
| – | – | ﹤0.01% | 952 |
|
|
2022
Q2 | $66K | Hold |
1,940
| – | – | ﹤0.01% | 976 |
|
|
2022
Q1 | $61K | Hold |
1,940
| – | – | ﹤0.01% | 972 |
|
|
2021
Q4 | $48K | Hold |
1,940
| – | – | ﹤0.01% | 1063 |
|
|
2021
Q3 | $49K | Hold |
1,940
| – | – | ﹤0.01% | 1031 |
|
|
2021
Q2 | $55K | Hold |
1,940
| – | – | ﹤0.01% | 1001 |
|
|
2021
Q1 | $54K | Buy |
1,940
+900
| +87% | +$23.4K | ﹤0.01% | 982 |
|
|
2020
Q4 | $24K | Buy |
1,040
+840
| +420% | +$17.4K | ﹤0.01% | 1120 |
|
|
2020
Q3 | $3K | Hold |
200
| – | – | ﹤0.01% | 1547 |
|
|
2020
Q2 | $3K | Hold |
200
| – | – | ﹤0.01% | 1548 |
|
|
2020
Q1 | $3K | Sell |
200
-403
| -67% | -$9.69K | ﹤0.01% | 1560 |
|
|
2019
Q4 | $18K | Sell |
603
-1,310
| -68% | -$38.1K | ﹤0.01% | 1267 |
|
|
2019
Q3 | $57K | Buy |
1,913
+45
| +2% | +$1.34K | ﹤0.01% | 892 |
|
|
2019
Q2 | $63K | Sell |
1,868
-232
| -11% | -$8.04K | 0.01% | 838 |
|
|
2019
Q1 | $71K | Buy |
2,100
+890
| +74% | +$31K | 0.01% | 775 |
|
|
2018
Q4 | $36K | Sell |
1,210
-1,376
| -53% | -$48.2K | ﹤0.01% | 919 |
|
|
2018
Q3 | $101K | Buy |
2,586
+1,309
| +103% | +$48.8K | 0.01% | 672 |
|
|
2018
Q2 | $47K | Buy |
1,277
+133
| +12% | +$5.55K | ﹤0.01% | 871 |
|
|
2018
Q1 | $54K | Buy |
1,144
+482
| +73% | +$25.2K | 0.01% | 832 |
|
|
2017
Q4 | $36K | Buy |
662
+149
| +29% | +$8K | ﹤0.01% | 878 |
|
|
2017
Q3 | $26K | Buy |
513
+1
| +0.2% | +$49 | ﹤0.01% | 913 |
|
|
2017
Q2 | $24K | Hold |
512
| – | – | ﹤0.01% | 864 |
|
|
2017
Q1 | $24K | Sell |
512
-20
| -4% | -$937 | ﹤0.01% | 826 |
|
|
2016
Q4 | $23K | Buy |
532
+82
| +18% | +$3.28K | ﹤0.01% | 763 |
|
|
2016
Q3 | $16K | Hold |
450
| – | – | ﹤0.01% | 746 |
|
|
2016
Q2 | $14K | Hold |
450
| – | – | ﹤0.01% | 736 |
|
|
2016
Q1 | $14K | Hold |
450
| – | – | ﹤0.01% | 745 |
|
|
2015
Q4 | $15K | Hold |
450
| – | – | ﹤0.01% | 760 |
|
|
2015
Q3 | $14K | Sell |
450
-333
| -43% | -$11.5K | ﹤0.01% | 801 |
|
|
2015
Q2 | $28K | Buy |
783
+333
| +74% | +$11.6K | 0.01% | 709 |
|
|
2015
Q1 | $15K | Hold |
450
| – | – | ﹤0.01% | 819 |
|
|
2014
Q4 | $16K | Sell |
450
-61
| -12% | -$2.06K | ﹤0.01% | 724 |
|
|
2014
Q3 | $18K | Buy |
+511
| New | +$18K | ﹤0.01% | 676 |
|
Other funds holding UNM
Benjamin F. Edwards & Company's UNM Position: Q2 2024 in Review
Benjamin F. Edwards & Company increased its Unum (UNM) stake by 2.2% in Q2 2024, buying an estimated $11.2K and bringing the position to 10,126 shares worth $518K. The position accounts for 0.01% of the portfolio, ranked #680.
Benjamin F. Edwards & Company first reported a position in UNM in Q3 2014 and has held it in 40 quarters since. The position peaked at $532K in Q1 2024. 577 funds tracked by Wall St. Rank hold UNM as of Q2 2024.
- Benjamin F. Edwards & Company held 10,126 shares of Unum worth $518K as of Q2 2024.
- Benjamin F. Edwards & Company bought 217 Unum shares in Q2 2024, an estimated $11.2K.
- Unum made up 0.01% of Benjamin F. Edwards & Company's portfolio in Q2 2024, its #680 holding.
- Benjamin F. Edwards & Company first reported a position in Unum in Q3 2014 and has held it in 40 quarters since.
- Benjamin F. Edwards & Company's Unum position peaked at $532K in Q1 2024.
- 577 funds tracked by Wall St. Rank held Unum as of Q2 2024.
Based on Benjamin F. Edwards & Company's 13F filing for Q2 2024, filed 12 Aug 2024.