EHWM
UNM icon

Eads & Heald Wealth Management’s Unum UNM Stock Holding History

Eads & Heald Wealth Management’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
Q3 		– Sell
-6,929
Closed -$236K – 152
2022
Q2 		$236K Sell
6,929
-155
-2% -$5.25K 0.13% 142
2022
Q1 		$223K Buy
+7,084
New +$198K 0.1% 143

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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 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
DSC
Donald Smith & Co New York $5.65B AUM 47.79% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Eads & Heald Wealth Management's UNM Position: Q3 2022 in Review

Eads & Heald Wealth Management sold out of Unum (UNM) in Q3 2022, closing a stake of 6,929 shares — an estimated $236K sold.

Eads & Heald Wealth Management first reported a position in UNM in Q1 2022 and held it in 2 quarters. The position peaked at $236K in Q2 2022. 492 funds tracked by Wall St. Rank hold UNM as of Q3 2022.

  • Eads & Heald Wealth Management reported no remaining Unum position as of Q3 2022 after selling out during the quarter.
  • Eads & Heald Wealth Management sold 6,929 Unum shares in Q3 2022, an estimated $236K.
  • Eads & Heald Wealth Management first reported a position in Unum in Q1 2022 and held it in 2 quarters.
  • Eads & Heald Wealth Management's Unum position peaked at $236K in Q2 2022.
  • 492 funds tracked by Wall St. Rank held Unum as of Q3 2022.

Based on Eads & Heald Wealth Management's 13F filing for Q3 2022, filed 27 Oct 2022.