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Berman Capital Advisors’s Unum UNM Stock Holding History

Berman Capital Advisors’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
Q3 		$147K Buy
5,890
+1,478
+33% +$39.1K 0.02% 337
2021
Q2 		$125K Buy
4,412
+231
+6% +$6.79K 0.02% 326
2021
Q1 		$116K Buy
4,181
+217
+5% +$5.63K 0.02% 274
2020
Q4 		$90K Buy
3,964
+759
+24% +$15.7K 0.02% 270
2020
Q3 		$53K Buy
3,205
+248
+8% +$4.41K 0.02% 327
2020
Q2 		$48K Buy
2,957
+750
+34% +$11.8K 0.01% 334
2020
Q1 		$33K Buy
2,207
+1,721
+354% +$41.4K 0.01% 373
2019
Q4 		$14K Buy
486
+2
+0.4% +$58 ﹤0.01% 638
2019
Q3 		$14K Buy
484
+189
+64% +$5.61K ﹤0.01% 626
2019
Q2 		$9K Buy
295
+145
+97% +$5.02K ﹤0.01% 788
2019
Q1 		$5K Buy
150
+81
+117% +$2.82K ﹤0.01% 880
2018
Q4 		$1K Buy
+69
New +$2.42K ﹤0.01% 1073

Other funds holding UNM

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
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
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
DSC
Donald Smith & Co New York $5.56B AUM 47.13% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Berman Capital Advisors's UNM Position: Q3 2021 in Review

Berman Capital Advisors increased its Unum (UNM) stake by 33% in Q3 2021, buying an estimated $39.1K and bringing the position to 5,890 shares worth $147K. The position accounts for 0.02% of the portfolio, ranked #337.

Berman Capital Advisors first reported a position in UNM in Q4 2018 and has held it in 12 quarters since. 458 funds tracked by Wall St. Rank hold UNM as of Q3 2021.

  • Berman Capital Advisors held 5,890 shares of Unum worth $147K as of Q3 2021.
  • Berman Capital Advisors bought 1,478 Unum shares in Q3 2021, an estimated $39.1K.
  • Unum made up 0.02% of Berman Capital Advisors's portfolio in Q3 2021, its #337 holding.
  • Berman Capital Advisors first reported a position in Unum in Q4 2018 and has held it in 12 quarters since.
  • 458 funds tracked by Wall St. Rank held Unum as of Q3 2021.

Based on Berman Capital Advisors's 13F filing for Q3 2021, filed 7 Oct 2021.