Centaurus Financial’s Unum UNM Stock Holding History

Centaurus Financial’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 Q2	–	Sell	-2,536	Closed	-$100K	–	914
2023 Q1	$100K	Buy	+2,536	New	+$105K	0.01%	866

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

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 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

DSC

Donald Smith & Co New York $5.56B AUM 47.13% 1-Year Est. Return

Centaurus Financial's UNM Position: Q2 2023 in Review

Centaurus Financial sold out of Unum (UNM) in Q2 2023, closing a stake of 2,536 shares — an estimated $100K sold.

Centaurus Financial first reported a position in UNM in Q1 2023 and held it in 1 quarter. The position peaked at $100K in Q1 2023. 556 funds tracked by Wall St. Rank hold UNM as of Q2 2023.

Centaurus Financial reported no remaining Unum position as of Q2 2023 after selling out during the quarter.
Centaurus Financial sold 2,536 Unum shares in Q2 2023, an estimated $100K.
Centaurus Financial first reported a position in Unum in Q1 2023 and held it in 1 quarter.
Centaurus Financial's Unum position peaked at $100K in Q1 2023.
556 funds tracked by Wall St. Rank held Unum as of Q2 2023.

Based on Centaurus Financial's 13F filing for Q2 2023, filed 15 Aug 2023.