Delap Wealth Advisory’s Unum UNM Stock Holding History

Delap Wealth Advisory’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	-4,438	Closed	-$238K	–	279
2024 Q1	$238K	Buy	+4,438	New	+$216K	0.1%	207

Other funds holding UNM

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

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

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

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

Delap Wealth Advisory's UNM Position: Q2 2024 in Review

Delap Wealth Advisory sold out of Unum (UNM) in Q2 2024, closing a stake of 4,438 shares — an estimated $238K sold.

Delap Wealth Advisory first reported a position in UNM in Q1 2024 and held it in 1 quarter. The position peaked at $238K in Q1 2024. 577 funds tracked by Wall St. Rank hold UNM as of Q2 2024.

Delap Wealth Advisory reported no remaining Unum position as of Q2 2024 after selling out during the quarter.
Delap Wealth Advisory sold 4,438 Unum shares in Q2 2024, an estimated $238K.
Delap Wealth Advisory first reported a position in Unum in Q1 2024 and held it in 1 quarter.
Delap Wealth Advisory's Unum position peaked at $238K in Q1 2024.
577 funds tracked by Wall St. Rank held Unum as of Q2 2024.

Based on Delap Wealth Advisory's 13F filing for Q2 2024, filed 13 Aug 2024.