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Cetera Advisors’s Unum UNM Stock Holding History

Cetera 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
Q1 		$703K Buy
+13,105
New +$639K 0.01% 1383
2022
Q3 		– Sell
-11,306
Closed -$385K – 1457
2022
Q2 		$385K Buy
11,306
+1,270
+13% +$43K 0.01% 957
2022
Q1 		$316K Buy
+10,036
New +$280K 0.01% 1083

Other funds holding UNM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
DSC
Donald Smith & Co New York $5.65B AUM 47.79% 1-Year Est. Return

Cetera Advisors's UNM Position: Q1 2024 in Review

Cetera Advisors opened a new position in Unum (UNM) in Q1 2024: 13,105 shares worth $703K. The stake represents 0.01% of the portfolio and ranks #1383 among its holdings. This is a return to the name: Cetera Advisors previously reported a position in UNM as recently as Q2 2022.

Cetera Advisors first reported a position in UNM in Q1 2022 and has held it in 3 quarters since. 579 funds tracked by Wall St. Rank hold UNM as of Q1 2024.

  • Cetera Advisors held 13,105 shares of Unum worth $703K as of Q1 2024.
  • Unum was a new Cetera Advisors position in Q1 2024.
  • Unum made up 0.01% of Cetera Advisors's portfolio in Q1 2024, its #1383 holding.
  • Cetera Advisors first reported a position in Unum in Q1 2022 and has held it in 3 quarters since.
  • 579 funds tracked by Wall St. Rank held Unum as of Q1 2024.

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