De Burlo Group’s Unum UNM Stock Holding History

De Burlo 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
2022 Q4	–	Sell	-600	Closed	-$23.3K	–	176
2022 Q3	$23.3K	Buy	+600	New	+$21.9K	0.01%	124
2022 Q2	–	Sell	-600	Closed	-$18.9K	–	190
2022 Q1	$18.9K	Buy	+600	New	+$16.8K	﹤0.01%	131

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 $3.38T AUM 44.17% 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

De Burlo Group's UNM Position: Q4 2022 in Review

De Burlo Group sold out of Unum (UNM) in Q4 2022, closing a stake of 600 shares — an estimated $23.3K sold.

De Burlo Group first reported a position in UNM in Q1 2022 and held it in 2 quarters. The position peaked at $23.3K in Q3 2022. 525 funds tracked by Wall St. Rank hold UNM as of Q4 2022.

De Burlo Group reported no remaining Unum position as of Q4 2022 after selling out during the quarter.
De Burlo Group sold 600 Unum shares in Q4 2022, an estimated $23.3K.
De Burlo Group first reported a position in Unum in Q1 2022 and held it in 2 quarters.
De Burlo Group's Unum position peaked at $23.3K in Q3 2022.
525 funds tracked by Wall St. Rank held Unum as of Q4 2022.

Based on De Burlo Group's 13F filing for Q4 2022, filed 14 Feb 2023.