Capital Performance Advisors’s Unum UNM Stock Holding History

Capital Performance Advisors’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 Q4	–	Sell	-527	Closed	-$31.3K	–	2551
2024 Q3	$31.3K	Buy	+527	New	+$28.6K	0.01%	476

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

Norges Bank Oslo, Norway $935B AUM

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

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

Capital Performance Advisors's UNM Position: Q4 2024 in Review

Capital Performance Advisors sold out of Unum (UNM) in Q4 2024, closing a stake of 527 shares — an estimated $31.3K sold.

Capital Performance Advisors first reported a position in UNM in Q3 2024 and held it in 1 quarter. The position peaked at $31.3K in Q3 2024. 682 funds tracked by Wall St. Rank hold UNM as of Q4 2024.

Capital Performance Advisors reported no remaining Unum position as of Q4 2024 after selling out during the quarter.
Capital Performance Advisors sold 527 Unum shares in Q4 2024, an estimated $31.3K.
Capital Performance Advisors first reported a position in Unum in Q3 2024 and held it in 1 quarter.
Capital Performance Advisors's Unum position peaked at $31.3K in Q3 2024.
682 funds tracked by Wall St. Rank held Unum as of Q4 2024.

Based on Capital Performance Advisors's 13F filing for Q4 2024, filed 31 Jan 2025.