DI
UNM icon

Disciplined Investments’s Unum UNM Stock Holding History

Disciplined Investments’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
2023
Q3 		– Sell
-51
Closed -$2.43K – 1462
2023
Q2 		$2.43K Sell
51
-1
-2% -$44 ﹤0.01% 586
2023
Q1 		$2.06K Sell
52
-5
-9% -$206 ﹤0.01% 648
2022
Q4 		$2.34K Sell
57
-3
-5% -$126 ﹤0.01% 575
2022
Q3 		$2K Buy
60
+2
+3% +$73 ﹤0.01% 731
2022
Q2 		$2K Buy
58
+10
+21% +$338 ﹤0.01% 751
2022
Q1 		$2K Buy
+48
New +$1.34K ﹤0.01% 800

Other funds holding UNM

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Viking Global Investors
Viking Global Investors Stamford, Connecticut $35.1B AUM 21.36% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Disciplined Investments's UNM Position: Q3 2023 in Review

Disciplined Investments sold out of Unum (UNM) in Q3 2023, closing a stake of 51 shares — an estimated $2.43K sold.

Disciplined Investments first reported a position in UNM in Q1 2022 and held it in 6 quarters. The position peaked at $2.43K in Q2 2023. 578 funds tracked by Wall St. Rank hold UNM as of Q3 2023.

  • Disciplined Investments reported no remaining Unum position as of Q3 2023 after selling out during the quarter.
  • Disciplined Investments sold 51 Unum shares in Q3 2023, an estimated $2.43K.
  • Disciplined Investments first reported a position in Unum in Q1 2022 and held it in 6 quarters.
  • Disciplined Investments's Unum position peaked at $2.43K in Q2 2023.
  • 578 funds tracked by Wall St. Rank held Unum as of Q3 2023.

Based on Disciplined Investments's 13F filing for Q3 2023, filed 14 Nov 2023.