Buska Wealth Management’s Unum UNM Stock Holding History

Buska 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
2024 Q2	–	Sell	-3,770	Closed	-$202K	–	58
2024 Q1	$202K	Buy	+3,770	New	+$184K	0.09%	52

Other funds holding UNM

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

Buska Wealth Management's UNM Position: Q2 2024 in Review

Buska Wealth Management sold out of Unum (UNM) in Q2 2024, closing a stake of 3,770 shares — an estimated $202K sold.

Buska Wealth Management first reported a position in UNM in Q1 2024 and held it in 1 quarter. The position peaked at $202K in Q1 2024. 577 funds tracked by Wall St. Rank hold UNM as of Q2 2024.

Buska Wealth Management reported no remaining Unum position as of Q2 2024 after selling out during the quarter.
Buska Wealth Management sold 3,770 Unum shares in Q2 2024, an estimated $202K.
Buska Wealth Management first reported a position in Unum in Q1 2024 and held it in 1 quarter.
Buska Wealth Management's Unum position peaked at $202K in Q1 2024.
577 funds tracked by Wall St. Rank held Unum as of Q2 2024.

Based on Buska Wealth Management's 13F filing for Q2 2024, filed 1 Oct 2024.