Byrne Asset Management’s Unum UNM Stock Holding History

Byrne Asset 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 Q3	–	Sell	-70	Closed	-$3K	–	589
2023 Q2	$3K	Hold	70	–	–	﹤0.01%	522
2023 Q1	$3K	Buy	+70	New	+$2.89K	﹤0.01%	525

Other funds holding UNM

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

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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

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

Viking Global Investors Stamford, Connecticut $35.7B AUM 21.3% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 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

Byrne Asset Management's UNM Position: Q3 2023 in Review

Byrne Asset Management sold out of Unum (UNM) in Q3 2023, closing a stake of 70 shares — an estimated $3K sold.

Byrne Asset Management first reported a position in UNM in Q1 2023 and held it in 2 quarters. The position peaked at $3K in Q2 2023. 579 funds tracked by Wall St. Rank hold UNM as of Q3 2023.

Byrne Asset Management reported no remaining Unum position as of Q3 2023 after selling out during the quarter.
Byrne Asset Management sold 70 Unum shares in Q3 2023, an estimated $3K.
Byrne Asset Management first reported a position in Unum in Q1 2023 and held it in 2 quarters.
Byrne Asset Management's Unum position peaked at $3K in Q2 2023.
579 funds tracked by Wall St. Rank held Unum as of Q3 2023.

Based on Byrne Asset Management's 13F filing for Q3 2023, filed 31 Oct 2023.