Duncker Streett & Co’s Unum UNM Stock Holding History

Duncker Streett & Co’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
2025 Q1	–	Sell	-800	Closed	-$58.4K	–	538
2024 Q4	$58.4K	Buy	+800	New	+$55.2K	0.01%	313

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

Norges Bank Oslo, Norway $935B AUM

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

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

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Duncker Streett & Co's UNM Position: Q1 2025 in Review

Duncker Streett & Co sold out of Unum (UNM) in Q1 2025, closing a stake of 800 shares — an estimated $58.4K sold.

Duncker Streett & Co first reported a position in UNM in Q4 2024 and held it in 1 quarter. The position peaked at $58.4K in Q4 2024. 725 funds tracked by Wall St. Rank hold UNM as of Q1 2025.

Duncker Streett & Co reported no remaining Unum position as of Q1 2025 after selling out during the quarter.
Duncker Streett & Co sold 800 Unum shares in Q1 2025, an estimated $58.4K.
Duncker Streett & Co first reported a position in Unum in Q4 2024 and held it in 1 quarter.
Duncker Streett & Co's Unum position peaked at $58.4K in Q4 2024.
725 funds tracked by Wall St. Rank held Unum as of Q1 2025.

Based on Duncker Streett & Co's 13F filing for Q1 2025, filed 22 Apr 2025.