BBPWM
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Blue Bell Private Wealth Management’s Unum UNM Stock Holding History

Blue Bell Private 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
Q4 		– Sell
-561
Closed -$27.6K – 736
2023
Q3 		$27.6K Hold
561
– – 0.01% 323
2023
Q2 		$26.8K Hold
561
– – 0.01% 324
2023
Q1 		$22.2K Hold
561
– – 0.01% 307
2022
Q4 		$23K Hold
561
– – 0.01% 298
2022
Q3 		$22K Hold
561
– – 0.01% 292
2022
Q2 		$19K Hold
561
– – 0.01% 320
2022
Q1 		$18K Hold
561
– – 0.01% 341
2021
Q4 		$14K Buy
+561
New +$14.4K ﹤0.01% 354

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Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 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
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return