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Edge Capital Group’s Unum UNM Stock Holding History

Edge Capital Group’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
Q4 		– Sell
-10,055
Closed -$390K – 406
2022
Q3 		$390K Sell
10,055
-10,492
-51% -$384K 0.03% 203
2022
Q2 		$321K Buy
20,547
+10,492
+104% +$355K 0.03% 225
2022
Q1 		$317K Hold
10,055
– – 0.02% 240
2021
Q4 		$247K Hold
10,055
– – 0.02% 249
2021
Q3 		$252K Hold
10,055
– – 0.02% 237
2021
Q2 		$286K Hold
10,055
– – 0.02% 226
2021
Q1 		$280K Buy
+10,055
New +$261K 0.02% 229

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
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 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
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

Edge Capital Group's UNM Position: Q4 2022 in Review

Edge Capital Group sold out of Unum (UNM) in Q4 2022, closing a stake of 10,055 shares — an estimated $390K sold.

Edge Capital Group first reported a position in UNM in Q1 2021 and held it in 7 quarters. The position peaked at $390K in Q3 2022. 525 funds tracked by Wall St. Rank hold UNM as of Q4 2022.

  • Edge Capital Group reported no remaining Unum position as of Q4 2022 after selling out during the quarter.
  • Edge Capital Group sold 10,055 Unum shares in Q4 2022, an estimated $390K.
  • Edge Capital Group first reported a position in Unum in Q1 2021 and held it in 7 quarters.
  • Edge Capital Group's Unum position peaked at $390K in Q3 2022.
  • 525 funds tracked by Wall St. Rank held Unum as of Q4 2022.

Based on Edge Capital Group's 13F filing for Q4 2022, filed 7 Feb 2023.