Cetera Advisor Networks’s Unum UNM Stock Holding History

Cetera Advisor Networks’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 Q1	$733K	Sell	13,669 -4,314	-24%	-$210K	﹤0.01%	1662
2023 Q4	$813K	Buy	17,983 +989	+6%	+$45K	﹤0.01%	1512
2023 Q3	$836K	Buy	16,994 +1,055	+7%	+$51.6K	0.01%	1399
2023 Q2	$760K	Buy	15,939 +2,166	+16%	+$94.5K	0.01%	1427
2023 Q1	$545K	Sell	13,773 -89	-0.6%	-$3.67K	﹤0.01%	1638
2022 Q4	$569K	Buy	13,862 +191	+1%	+$8K	﹤0.01%	1552
2022 Q3	$530K	Sell	13,671 -3,122	-19%	-$114K	0.01%	1250
2022 Q2	$571K	Buy	16,793 +1,546	+10%	+$52.3K	0.01%	1187
2022 Q1	$480K	Buy	15,247 +3,799	+33%	+$106K	0.01%	1324
2021 Q4	$281K	Sell	11,448 -591	-5%	-$15.1K	﹤0.01%	1649
2021 Q3	$302K	Buy	+12,039	New	+$319K	﹤0.01%	1516
2020 Q3	–	Sell	-8,551	Closed	-$142K	–	2920
2020 Q2	$142K	Buy	+8,551	New	+$135K	﹤0.01%	1306

Other funds holding UNM

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

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Donald Smith & Co New York $5.65B AUM 47.79% 1-Year Est. Return

Cetera Advisor Networks's UNM Position: Q1 2024 in Review

Cetera Advisor Networks reduced its Unum (UNM) stake by 24% in Q1 2024, selling an estimated $210K and leaving 13,669 shares worth $733K. The position accounts for ﹤0.01% of the portfolio, ranked #1662.

Cetera Advisor Networks first reported a position in UNM in Q2 2020 and has held it in 12 quarters since. The position peaked at $836K in Q3 2023. 579 funds tracked by Wall St. Rank hold UNM as of Q1 2024.

Cetera Advisor Networks held 13,669 shares of Unum worth $733K as of Q1 2024.
Cetera Advisor Networks sold 4,314 Unum shares in Q1 2024, an estimated $210K.
Unum made up ﹤0.01% of Cetera Advisor Networks's portfolio in Q1 2024, its #1662 holding.
Cetera Advisor Networks first reported a position in Unum in Q2 2020 and has held it in 12 quarters since.
Cetera Advisor Networks's Unum position peaked at $836K in Q3 2023.
579 funds tracked by Wall St. Rank held Unum as of Q1 2024.

Based on Cetera Advisor Networks's 13F filing for Q1 2024, filed 15 May 2024.