Curi Wealth Management’s Unum UNM Stock Holding History

Curi Wealth Management’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 Q1	–	Sell	-9	Closed	–	–	457
2020 Q4	$0	Buy	+9	New	+$186	﹤0.01%	513

Other funds holding UNM

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

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

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

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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

DSC

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

Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Curi Wealth Management's UNM Position: Q1 2021 in Review

Curi Wealth Management sold out of Unum (UNM) in Q1 2021, closing a stake of 9 shares.

Curi Wealth Management first reported a position in UNM in Q4 2020 and held it in 1 quarter. The position peaked at $0 in Q4 2020. 459 funds tracked by Wall St. Rank hold UNM as of Q1 2021.

Curi Wealth Management reported no remaining Unum position as of Q1 2021 after selling out during the quarter.
Curi Wealth Management sold 9 Unum shares in Q1 2021.
Curi Wealth Management first reported a position in Unum in Q4 2020 and held it in 1 quarter.
Curi Wealth Management's Unum position peaked at $0 in Q4 2020.
459 funds tracked by Wall St. Rank held Unum as of Q1 2021.

Based on Curi Wealth Management's 13F filing for Q1 2021, filed 29 Apr 2021.