Corient Capital Partners’s Unum UNM Stock Holding History

Corient Capital 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
2022 Q3	$902K	Buy	26,512 +1,923	+8%	+$70.3K	0.07%	236
2022 Q2	$837K	Sell	24,589 -2,760	-10%	-$93.4K	0.06%	251
2022 Q1	$862K	Buy	27,349 +2,140	+8%	+$59.8K	0.06%	268
2021 Q4	$620K	Sell	25,209 -353	-1%	-$9.04K	0.04%	332
2021 Q3	$641K	Sell	25,562 -1,444	-5%	-$38.2K	0.05%	309
2021 Q2	$767K	Buy	27,006 +388	+1%	+$11.4K	0.06%	267
2021 Q1	$741K	Buy	+26,618	New	+$691K	0.06%	241
2020 Q4	–	Sell	-22,275	Closed	-$375K	–	560
2020 Q3	$375K	Sell	22,275 -3,198	-13%	-$56.9K	0.04%	297
2020 Q2	$423K	Buy	25,473 +4,459	+21%	+$70.4K	0.05%	276
2020 Q1	$316K	Sell	21,014 -4,774	-19%	-$115K	0.05%	286
2019 Q4	$752K	Buy	+25,788	New	+$750K	0.1%	219

Other funds holding UNM

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

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

Norges Bank Oslo, Norway $935B AUM

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Viking Global Investors Stamford, Connecticut $35.7B AUM 21.3% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

DSC

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Corient Capital Partners's UNM Position: Q3 2022 in Review

Corient Capital Partners increased its Unum (UNM) stake by 7.8% in Q3 2022, buying an estimated $70.3K and bringing the position to 26,512 shares worth $902K. The position accounts for 0.07% of the portfolio, ranked #236.

Corient Capital Partners first reported a position in UNM in Q4 2019 and has held it in 11 quarters since. 492 funds tracked by Wall St. Rank hold UNM as of Q3 2022.

Corient Capital Partners held 26,512 shares of Unum worth $902K as of Q3 2022.
Corient Capital Partners bought 1,923 Unum shares in Q3 2022, an estimated $70.3K.
Unum made up 0.07% of Corient Capital Partners's portfolio in Q3 2022, its #236 holding.
Corient Capital Partners first reported a position in Unum in Q4 2019 and has held it in 11 quarters since.
492 funds tracked by Wall St. Rank held Unum as of Q3 2022.

Based on Corient Capital Partners's 13F filing for Q3 2022, filed 14 Nov 2022.