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EdgeRock Capital’s Unum UNM Stock Holding History

EdgeRock Capital’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
-2
Closed – – 370
2022
Q3 		$0 Buy
+2
New +$73 ﹤0.01% 422

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

EdgeRock Capital's UNM Position: Q4 2022 in Review

EdgeRock Capital sold out of Unum (UNM) in Q4 2022, closing a stake of 2 shares.

EdgeRock Capital first reported a position in UNM in Q3 2022 and held it in 1 quarter. The position peaked at $0 in Q3 2022. 525 funds tracked by Wall St. Rank hold UNM as of Q4 2022.

  • EdgeRock Capital reported no remaining Unum position as of Q4 2022 after selling out during the quarter.
  • EdgeRock Capital sold 2 Unum shares in Q4 2022.
  • EdgeRock Capital first reported a position in Unum in Q3 2022 and held it in 1 quarter.
  • EdgeRock Capital's Unum position peaked at $0 in Q3 2022.
  • 525 funds tracked by Wall St. Rank held Unum as of Q4 2022.

Based on EdgeRock Capital's 13F filing for Q4 2022, filed 14 Feb 2023.