BerganKDV Wealth Management’s Unum UNM Stock Holding History

BerganKDV 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
2023 Q2	–	Sell	-33	Closed	-$1.32K	–	1068
2023 Q1	$1.32K	Hold	33	–	–	﹤0.01%	877
2022 Q4	$1.37K	Hold	33	–	–	﹤0.01%	847
2022 Q3	$1K	Hold	33	–	–	﹤0.01%	936
2022 Q2	$1K	Hold	33	–	–	﹤0.01%	943
2022 Q1	$1K	Hold	33	–	–	﹤0.01%	967
2021 Q4	$1K	Sell	33 -32	-49%	-$819	﹤0.01%	1020
2021 Q3	$2K	Hold	65	–	–	﹤0.01%	914
2021 Q2	$2K	Buy	65 +1	+2%	+$29	﹤0.01%	853
2021 Q1	$2K	Hold	64	–	–	﹤0.01%	811
2020 Q4	$1K	Sell	64 -14	-18%	-$289	﹤0.01%	906
2020 Q3	$1K	Hold	78	–	–	﹤0.01%	871
2020 Q2	$1K	Buy	78 +35	+81%	+$552	﹤0.01%	910
2020 Q1	$1K	Buy	43 +14	+48%	+$337	﹤0.01%	890
2019 Q4	$1K	Buy	+29	New	+$843	﹤0.01%	905

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

Norges Bank Oslo, Norway $1T AUM

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

Viking Global Investors Stamford, Connecticut $35.1B AUM 21.36% 1-Year Est. Return

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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

BerganKDV Wealth Management's UNM Position: Q2 2023 in Review

BerganKDV Wealth Management sold out of Unum (UNM) in Q2 2023, closing a stake of 33 shares — an estimated $1.32K sold.

BerganKDV Wealth Management first reported a position in UNM in Q4 2019 and held it in 14 quarters. The position peaked at $2K in Q3 2021. 555 funds tracked by Wall St. Rank hold UNM as of Q2 2023.

BerganKDV Wealth Management reported no remaining Unum position as of Q2 2023 after selling out during the quarter.
BerganKDV Wealth Management sold 33 Unum shares in Q2 2023, an estimated $1.32K.
BerganKDV Wealth Management first reported a position in Unum in Q4 2019 and held it in 14 quarters.
BerganKDV Wealth Management's Unum position peaked at $2K in Q3 2021.
555 funds tracked by Wall St. Rank held Unum as of Q2 2023.

Based on BerganKDV Wealth Management's 13F filing for Q2 2023, filed 24 Jul 2023.