CMBA
UNM icon

C.M. Bidwell & Associates’s Unum UNM Stock Holding History

C.M. Bidwell & Associates’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
-3,459
Closed -$170K – 572
2023
Q3 		$170K Buy
3,459
+745
+27% +$36.4K 0.13% 135
2023
Q2 		$129K Hold
2,714
– – 0.09% 189
2023
Q1 		$107K Sell
2,714
-295
-10% -$12.2K 0.08% 222
2022
Q4 		$123K Buy
+3,009
New +$126K 0.1% 193
2022
Q3 		– Sell
-1,915
Closed -$65K – 546
2022
Q2 		$65K Buy
+1,915
New +$64.8K 0.05% 261
2021
Q4 		– Sell
-35
Closed -$1K – 640
2021
Q3 		$1K Hold
35
– – ﹤0.01% 551
2021
Q2 		$1K Buy
+35
New +$1.03K ﹤0.01% 555
2019
Q2 		– Sell
-10,805
Closed -$366K – 460
2019
Q1 		$366K Hold
10,805
– – 0.36% 83
2018
Q4 		$317K Buy
+10,805
New +$378K 0.34% 79
2014
Q4 		– Sell
-9,105
Closed -$313K – 254
2014
Q3 		$313K Buy
+9,105
New +$320K 0.07% 117
2014
Q2 		– Sell
-128,715
Closed -$4.54M – 288
2014
Q1 		$4.54M Buy
+128,715
New +$4.39M 1.09% 28

Other funds holding UNM

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
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
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