EIP
UNM icon

Easterly Investment Partners’s Unum UNM Stock Holding History

Easterly 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
2022
Q2 		– Sell
-25,000
Closed -$788K – 201
2022
Q1 		$788K Hold
25,000
– – 0.06% 145
2021
Q4 		$614K Hold
25,000
– – 0.04% 153
2021
Q3 		$627K Buy
+25,000
New +$662K 0.04% 157

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 $3.37T AUM 44.26% 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
Viking Global Investors
Viking Global Investors Stamford, Connecticut $35.1B AUM 21.36% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Easterly Investment Partners's UNM Position: Q2 2022 in Review

Easterly Investment Partners sold out of Unum (UNM) in Q2 2022, closing a stake of 25,000 shares — an estimated $788K sold.

Easterly Investment Partners first reported a position in UNM in Q3 2021 and held it in 3 quarters. The position peaked at $788K in Q1 2022. 486 funds tracked by Wall St. Rank hold UNM as of Q2 2022.

  • Easterly Investment Partners reported no remaining Unum position as of Q2 2022 after selling out during the quarter.
  • Easterly Investment Partners sold 25,000 Unum shares in Q2 2022, an estimated $788K.
  • Easterly Investment Partners first reported a position in Unum in Q3 2021 and held it in 3 quarters.
  • Easterly Investment Partners's Unum position peaked at $788K in Q1 2022.
  • 486 funds tracked by Wall St. Rank held Unum as of Q2 2022.

Based on Easterly Investment Partners's 13F filing for Q2 2022, filed 10 Aug 2022.