DT Investment Partners’s Unum UNM Stock Holding History

DT Investment Partners’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	-116	Closed	-$6.22K	–	543
2024 Q1	$6.22K	Hold	116	–	–	﹤0.01%	370
2023 Q4	$5.55K	Hold	116	–	–	﹤0.01%	372
2023 Q3	$5.71K	Hold	116	–	–	﹤0.01%	361
2023 Q2	$5.64K	Hold	116	–	–	﹤0.01%	369
2023 Q1	$4.85K	Hold	116	–	–	﹤0.01%	380
2022 Q4	$4.76K	Hold	116	–	–	﹤0.01%	398
2022 Q3	$5K	Buy	+116	New	+$4.24K	﹤0.01%	371

Other funds holding UNM

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

BlackRock New York $6.73T AUM 46.02% 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

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

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

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return

DT Investment Partners's UNM Position: Q2 2024 in Review

DT Investment Partners sold out of Unum (UNM) in Q2 2024, closing a stake of 116 shares — an estimated $6.22K sold.

DT Investment Partners first reported a position in UNM in Q3 2022 and held it in 7 quarters. The position peaked at $6.22K in Q1 2024. 578 funds tracked by Wall St. Rank hold UNM as of Q2 2024.

DT Investment Partners reported no remaining Unum position as of Q2 2024 after selling out during the quarter.
DT Investment Partners sold 116 Unum shares in Q2 2024, an estimated $6.22K.
DT Investment Partners first reported a position in Unum in Q3 2022 and held it in 7 quarters.
DT Investment Partners's Unum position peaked at $6.22K in Q1 2024.
578 funds tracked by Wall St. Rank held Unum as of Q2 2024.

Based on DT Investment Partners's 13F filing for Q2 2024, filed 24 Jul 2024.