Concord Wealth Partners’s Unum UNM Stock Holding History

Concord Wealth Partners’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	–	Sell	-24	Closed	-$1.08K	–	908
2023 Q4	$1.08K	Sell	24 -1	-4%	-$46	﹤0.01%	755
2023 Q3	$1.23K	Hold	25	–	–	﹤0.01%	926
2023 Q2	$1.19K	Buy	+25	New	+$1.09K	﹤0.01%	929
2023 Q1	–	Sell	-58	Closed	-$2.38K	–	1229
2022 Q4	$2.38K	Buy	+58	New	+$2.43K	﹤0.01%	905
2022 Q3	–	Sell	-340	Closed	-$12K	–	1092
2022 Q2	$12K	Sell	340 -489	-59%	-$16.6K	﹤0.01%	657
2022 Q1	$26K	Sell	829 -27	-3%	-$754	0.01%	582
2021 Q4	$21K	Buy	856 +157	+22%	+$4.02K	0.01%	637
2021 Q3	$18K	Sell	699 -330	-32%	-$8.74K	0.01%	396
2021 Q2	$29K	Buy	1,029 +838	+439%	+$24.6K	0.01%	435
2021 Q1	$5K	Buy	+191	New	+$4.96K	﹤0.01%	685

Other funds holding UNM

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

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Fidelity Investments

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

Norges Bank Oslo, Norway $935B AUM

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

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

AQR Capital Management

AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

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