DCM Advisors’s Unum UNM Stock Holding History

DCM 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
2022 Q4	–	Sell	-21,000	Closed	-$815K	–	167
2022 Q3	$815K	Buy	21,000 +8,500	+68%	+$311K	0.41%	62
2022 Q2	$426K	Buy	+12,500	New	+$423K	0.18%	120

Other funds holding UNM

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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Donald Smith & Co New York $5.65B AUM 47.79% 1-Year Est. Return

Viking Global Investors Stamford, Connecticut $35.1B AUM 21.36% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

DCM Advisors's UNM Position: Q4 2022 in Review

DCM Advisors sold out of Unum (UNM) in Q4 2022, closing a stake of 21,000 shares — an estimated $815K sold.

DCM Advisors first reported a position in UNM in Q2 2022 and held it in 2 quarters. The position peaked at $815K in Q3 2022. 525 funds tracked by Wall St. Rank hold UNM as of Q4 2022.

DCM Advisors reported no remaining Unum position as of Q4 2022 after selling out during the quarter.
DCM Advisors sold 21,000 Unum shares in Q4 2022, an estimated $815K.
DCM Advisors first reported a position in Unum in Q2 2022 and held it in 2 quarters.
DCM Advisors's Unum position peaked at $815K in Q3 2022.
525 funds tracked by Wall St. Rank held Unum as of Q4 2022.

Based on DCM Advisors's 13F filing for Q4 2022, filed 11 Sep 2023.