Coombe, Bender & Co’s Unum UNM Stock Holding History

Coombe, Bender & Co’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 Q2	$708K	Sell	13,855 -267	-2%	-$13.8K	0.42%	44
2024 Q1	$758K	Sell	14,122 -1,386	-9%	-$67.6K	0.46%	44
2023 Q4	$701K	Sell	15,508 -219	-1%	-$9.97K	0.44%	48
2023 Q3	$774K	Buy	15,727 +58	+0.4%	+$2.83K	0.58%	43
2023 Q2	$747K	Buy	15,669 +449	+3%	+$19.6K	0.54%	44
2023 Q1	$602K	Buy	15,220 +171	+1%	+$7.06K	0.47%	47
2022 Q4	$617K	Sell	15,049 -288	-2%	-$12.1K	0.56%	44
2022 Q3	$595K	Sell	15,337 -300	-2%	-$11K	0.53%	48
2022 Q2	$532K	Buy	+15,637	New	+$529K	0.45%	51

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

Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return

Coombe, Bender & Co's UNM Position: Q2 2024 in Review

Coombe, Bender & Co reduced its Unum (UNM) stake by 1.9% in Q2 2024, selling an estimated $13.8K and leaving 13,855 shares worth $708K. The position accounts for 0.42% of the portfolio, ranked #44.

Coombe, Bender & Co first reported a position in UNM in Q2 2022 and has held it in 9 quarters since. The position peaked at $774K in Q3 2023. 577 funds tracked by Wall St. Rank hold UNM as of Q2 2024.

Coombe, Bender & Co held 13,855 shares of Unum worth $708K as of Q2 2024.
Coombe, Bender & Co sold 267 Unum shares in Q2 2024, an estimated $13.8K.
Unum made up 0.42% of Coombe, Bender & Co's portfolio in Q2 2024, its #44 holding.
Coombe, Bender & Co first reported a position in Unum in Q2 2022 and has held it in 9 quarters since.
Coombe, Bender & Co's Unum position peaked at $774K in Q3 2023.
577 funds tracked by Wall St. Rank held Unum as of Q2 2024.

Based on Coombe, Bender & Co's 13F filing for Q2 2024, filed 12 Aug 2024.