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Cadence Bank NA’s Unum UNM Stock Holding History

Cadence Bank NA’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
2022
Q3 		– Sell
-8,879
Closed -$302K – 184
2022
Q2 		$302K Hold
8,879
– – 0.1% 158
2022
Q1 		$279K Sell
8,879
-718
-7% -$20.1K 0.08% 180
2021
Q4 		$236K Sell
9,597
-6,192
-39% -$159K 0.06% 199
2021
Q3 		$395K Buy
15,789
+23
+0.1% +$609 0.12% 142
2021
Q2 		$448K Sell
15,766
-670
-4% -$19.7K 0.13% 139
2021
Q1 		$458K Buy
16,436
+710
+5% +$18.4K 0.14% 134
2020
Q4 		$361K Buy
15,726
+91
+0.6% +$1.88K 0.13% 142
2020
Q3 		$263K Buy
15,635
+3,211
+26% +$57.1K 0.1% 153
2020
Q2 		$206K Buy
12,424
+1,242
+11% +$19.6K 0.09% 166
2020
Q1 		$168K Buy
11,182
+392
+4% +$9.43K 0.09% 156
2019
Q4 		$315K Sell
10,790
-849
-7% -$24.7K 0.12% 154
2019
Q3 		$346K Hold
11,639
– – 0.14% 137
2019
Q2 		$391K Buy
11,639
+1,298
+13% +$45K 0.15% 137
2019
Q1 		$350K Buy
10,341
+458
+5% +$15.9K 0.14% 135
2018
Q4 		$290K Sell
9,883
-1,486
-13% -$52K 0.13% 136
2018
Q3 		$444K Buy
11,369
+819
+8% +$30.6K 0.17% 125
2018
Q2 		$390K Buy
10,550
+801
+8% +$33.4K 0.16% 123
2018
Q1 		$464K Buy
9,749
+244
+3% +$12.7K 0.18% 120
2017
Q4 		$521K Buy
9,505
+76
+0.8% +$4.08K 0.19% 114
2017
Q3 		$482K Buy
9,429
+331
+4% +$16.1K 0.18% 117
2017
Q2 		$424K Buy
9,098
+173
+2% +$7.96K 0.19% 91
2017
Q1 		$419K Sell
8,925
-24,850
-74% -$1.16M 0.19% 87
2016
Q4 		$1.48M Buy
33,775
+26,237
+348% +$1.05M 0.7% 45
2016
Q3 		$267K Hold
7,538
– – 0.12% 105
2016
Q2 		$240K Buy
+7,538
New +$255K 0.12% 114

Other funds holding UNM

BlackRock
BlackRock New York $5.72T 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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Viking Global Investors
Viking Global Investors Stamford, Connecticut $35.7B AUM 21.3% 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Cadence Bank NA's UNM Position: Q3 2022 in Review

Cadence Bank NA sold out of Unum (UNM) in Q3 2022, closing a stake of 8,879 shares — an estimated $302K sold.

Cadence Bank NA first reported a position in UNM in Q2 2016 and held it in 25 quarters. The position peaked at $1.48M in Q4 2016. 492 funds tracked by Wall St. Rank hold UNM as of Q3 2022.

  • Cadence Bank NA reported no remaining Unum position as of Q3 2022 after selling out during the quarter.
  • Cadence Bank NA sold 8,879 Unum shares in Q3 2022, an estimated $302K.
  • Cadence Bank NA first reported a position in Unum in Q2 2016 and held it in 25 quarters.
  • Cadence Bank NA's Unum position peaked at $1.48M in Q4 2016.
  • 492 funds tracked by Wall St. Rank held Unum as of Q3 2022.

Based on Cadence Bank NA's 13F filing for Q3 2022, filed 27 Oct 2022.