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Copperwynd Financial’s Unum UNM Stock Holding History

Copperwynd Financial’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
2021
Q4 		– Sell
-19,069
Closed -$478K – 127
2021
Q3 		$478K Buy
19,069
+692
+4% +$18.3K 0.2% 99
2021
Q2 		$522K Buy
18,377
+165
+0.9% +$4.85K 0.22% 93
2021
Q1 		$507K Buy
18,212
+3,999
+28% +$104K 0.23% 77
2020
Q4 		$326K Sell
14,213
-4,695
-25% -$97.1K 0.16% 104
2020
Q3 		$318K Sell
18,908
-393
-2% -$6.99K 0.17% 94
2020
Q2 		$320K Buy
19,301
+688
+4% +$10.9K 0.18% 85
2020
Q1 		$279K Buy
18,613
+4,660
+33% +$112K 0.13% 72
2019
Q4 		$407K Sell
13,953
-514
-4% -$14.9K 0.22% 91
2019
Q3 		$431K Buy
14,467
+2,805
+24% +$83.3K 0.24% 90
2019
Q2 		$391K Buy
11,662
+433
+4% +$15K 0.22% 86
2019
Q1 		$380K Buy
11,229
+714
+7% +$24.9K 0.23% 83
2018
Q4 		$309K Buy
10,515
+157
+2% +$5.5K 0.19% 73
2018
Q3 		$405K Buy
10,358
+874
+9% +$32.6K 0.25% 70
2018
Q2 		$351K Buy
9,484
+668
+8% +$27.9K 0.25% 67
2018
Q1 		$420K Buy
8,816
+691
+9% +$36.1K 0.29% 52
2017
Q4 		$446K Buy
+8,125
New +$436K 0.33% 46

Other funds holding UNM

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
DSC
Donald Smith & Co New York $5.65B AUM 47.79% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

Copperwynd Financial's UNM Position: Q4 2021 in Review

Copperwynd Financial sold out of Unum (UNM) in Q4 2021, closing a stake of 19,069 shares — an estimated $478K sold.

Copperwynd Financial first reported a position in UNM in Q4 2017 and held it in 16 quarters. The position peaked at $522K in Q2 2021. 444 funds tracked by Wall St. Rank hold UNM as of Q4 2021.

  • Copperwynd Financial reported no remaining Unum position as of Q4 2021 after selling out during the quarter.
  • Copperwynd Financial sold 19,069 Unum shares in Q4 2021, an estimated $478K.
  • Copperwynd Financial first reported a position in Unum in Q4 2017 and held it in 16 quarters.
  • Copperwynd Financial's Unum position peaked at $522K in Q2 2021.
  • 444 funds tracked by Wall St. Rank held Unum as of Q4 2021.

Based on Copperwynd Financial's 13F filing for Q4 2021, filed 4 Feb 2022.