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Crewe Advisors’s Unum UNM Stock Holding History

Crewe Advisors’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 		– Sell
-68
Closed -$3.65K – 1044
2024
Q1 		$3.65K Buy
+68
New +$3.31K ﹤0.01% 785
2023
Q3 		– Sell
-6
Closed -$287 – 900
2023
Q2 		$287 Buy
+6
New +$262 ﹤0.01% 676
2022
Q4 		– Sell
-77
Closed -$3K – 1283
2022
Q3 		$3K Buy
+77
New +$2.82K ﹤0.01% 995
2018
Q2 		– Sell
-380
Closed -$18K – 284
2018
Q1 		$18K Buy
+380
New +$19.9K 0.02% 193

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

Crewe Advisors's UNM Position: Q2 2024 in Review

Crewe Advisors sold out of Unum (UNM) in Q2 2024, closing a stake of 68 shares — an estimated $3.65K sold.

Crewe Advisors first reported a position in UNM in Q1 2018 and held it in 4 quarters. The position peaked at $18K in Q1 2018. 578 funds tracked by Wall St. Rank hold UNM as of Q2 2024.

  • Crewe Advisors reported no remaining Unum position as of Q2 2024 after selling out during the quarter.
  • Crewe Advisors sold 68 Unum shares in Q2 2024, an estimated $3.65K.
  • Crewe Advisors first reported a position in Unum in Q1 2018 and held it in 4 quarters.
  • Crewe Advisors's Unum position peaked at $18K in Q1 2018.
  • 578 funds tracked by Wall St. Rank held Unum as of Q2 2024.

Based on Crewe Advisors's 13F filing for Q2 2024, filed 29 Jul 2024.