Eaton Financial Holdings’s Unum UNM Stock Holding History

Eaton Financial Holdings’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 Q4	–	Sell	-89,836	Closed	-$4.42M	–	181
2023 Q3	$4.42M	Buy	+89,836	New	+$4.39M	1.18%	26

Other funds holding UNM

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

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

Norges Bank Oslo, Norway $935B AUM

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

DSC

Donald Smith & Co New York $5.56B AUM 47.13% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

Eaton Financial Holdings's UNM Position: Q4 2023 in Review

Eaton Financial Holdings sold out of Unum (UNM) in Q4 2023, closing a stake of 89,836 shares — an estimated $4.42M sold.

Eaton Financial Holdings first reported a position in UNM in Q3 2023 and held it in 1 quarter. The position peaked at $4.42M in Q3 2023. 571 funds tracked by Wall St. Rank hold UNM as of Q4 2023.

Eaton Financial Holdings reported no remaining Unum position as of Q4 2023 after selling out during the quarter.
Eaton Financial Holdings sold 89,836 Unum shares in Q4 2023, an estimated $4.42M.
Eaton Financial Holdings first reported a position in Unum in Q3 2023 and held it in 1 quarter.
Eaton Financial Holdings's Unum position peaked at $4.42M in Q3 2023.
571 funds tracked by Wall St. Rank held Unum as of Q4 2023.

Based on Eaton Financial Holdings's 13F filing for Q4 2023, filed 12 Feb 2024.