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Dakota Wealth Management’s Unum UNM Stock Holding History

Dakota 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
2024
Q1 		– Sell
-5,223
Closed -$236K – 786
2023
Q4 		$236K Sell
5,223
-66,110
-93% -$3.01M 0.01% 569
2023
Q3 		$3.51M Buy
71,333
+31,034
+77% +$1.52M 0.15% 144
2023
Q2 		$1.92M Buy
+40,299
New +$1.76M 0.09% 183

Other funds holding UNM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
DSC
Donald Smith & Co New York $5.56B AUM 47.13% 1-Year Est. Return

Dakota Wealth Management's UNM Position: Q1 2024 in Review

Dakota Wealth Management sold out of Unum (UNM) in Q1 2024, closing a stake of 5,223 shares — an estimated $236K sold.

Dakota Wealth Management first reported a position in UNM in Q2 2023 and held it in 3 quarters. The position peaked at $3.51M in Q3 2023. 579 funds tracked by Wall St. Rank hold UNM as of Q1 2024.

  • Dakota Wealth Management reported no remaining Unum position as of Q1 2024 after selling out during the quarter.
  • Dakota Wealth Management sold 5,223 Unum shares in Q1 2024, an estimated $236K.
  • Dakota Wealth Management first reported a position in Unum in Q2 2023 and held it in 3 quarters.
  • Dakota Wealth Management's Unum position peaked at $3.51M in Q3 2023.
  • 579 funds tracked by Wall St. Rank held Unum as of Q1 2024.

Based on Dakota Wealth Management's 13F filing for Q1 2024, filed 24 Apr 2024.