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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 – 907
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 – 1228
2022
Q4 		$2.38K Buy
+58
New +$2.43K ﹤0.01% 905
2022
Q3 		– Sell
-340
Closed -$12K – 1091
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
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 $3.38T AUM 44.17% 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

Concord Wealth Partners's UNM Position: Q1 2024 in Review

Concord Wealth Partners sold out of Unum (UNM) in Q1 2024, closing a stake of 24 shares — an estimated $1.08K sold.

Concord Wealth Partners first reported a position in UNM in Q1 2021 and held it in 10 quarters. The position peaked at $29K in Q2 2021. 580 funds tracked by Wall St. Rank hold UNM as of Q1 2024.

  • Concord Wealth Partners reported no remaining Unum position as of Q1 2024 after selling out during the quarter.
  • Concord Wealth Partners sold 24 Unum shares in Q1 2024, an estimated $1.08K.
  • Concord Wealth Partners first reported a position in Unum in Q1 2021 and held it in 10 quarters.
  • Concord Wealth Partners's Unum position peaked at $29K in Q2 2021.
  • 580 funds tracked by Wall St. Rank held Unum as of Q1 2024.

Based on Concord Wealth Partners's 13F filing for Q1 2024, filed 30 Apr 2024.