Custom Portfolio Group’s Unum UNM Stock Holding History

Custom Portfolio Group’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	-297	Closed	-$15.9K	–	241
2024 Q1	$15.9K	Sell	297 -297	-50%	-$14.5K	0.01%	153
2023 Q4	$26.9K	Buy	+594	New	+$27.1K	0.02%	127

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

Custom Portfolio Group's UNM Position: Q2 2024 in Review

Custom Portfolio Group sold out of Unum (UNM) in Q2 2024, closing a stake of 297 shares — an estimated $15.9K sold.

Custom Portfolio Group first reported a position in UNM in Q4 2023 and held it in 2 quarters. The position peaked at $26.9K in Q4 2023. 577 funds tracked by Wall St. Rank hold UNM as of Q2 2024.

Custom Portfolio Group reported no remaining Unum position as of Q2 2024 after selling out during the quarter.
Custom Portfolio Group sold 297 Unum shares in Q2 2024, an estimated $15.9K.
Custom Portfolio Group first reported a position in Unum in Q4 2023 and held it in 2 quarters.
Custom Portfolio Group's Unum position peaked at $26.9K in Q4 2023.
577 funds tracked by Wall St. Rank held Unum as of Q2 2024.

Based on Custom Portfolio Group's 13F filing for Q2 2024, filed 27 Aug 2024.