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

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

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 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

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Blue Bell Private Wealth Management's UNM Position: Q4 2023 in Review

Blue Bell Private Wealth Management sold out of Unum (UNM) in Q4 2023, closing a stake of 561 shares — an estimated $27.6K sold.

Blue Bell Private Wealth Management first reported a position in UNM in Q4 2021 and held it in 8 quarters. The position peaked at $27.6K in Q3 2023. 571 funds tracked by Wall St. Rank hold UNM as of Q4 2023.

Blue Bell Private Wealth Management reported no remaining Unum position as of Q4 2023 after selling out during the quarter.
Blue Bell Private Wealth Management sold 561 Unum shares in Q4 2023, an estimated $27.6K.
Blue Bell Private Wealth Management first reported a position in Unum in Q4 2021 and held it in 8 quarters.
Blue Bell Private Wealth Management's Unum position peaked at $27.6K in Q3 2023.
571 funds tracked by Wall St. Rank held Unum as of Q4 2023.

Based on Blue Bell Private Wealth Management's 13F filing for Q4 2023, filed 25 Jan 2024.