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Edmonds Duncan Registered Investment Advisors’s Unum UNM Stock Holding History

Edmonds Duncan Registered Investment Advisors’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
Q1 		– Sell
-6,225
Closed -$255K – 148
2022
Q4 		$255K Hold
6,225
– – 0.08% 105
2022
Q3 		$242K Buy
+6,225
New +$228K 0.09% 100

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
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
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
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Viking Global Investors
Viking Global Investors Stamford, Connecticut $35.1B AUM 21.36% 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

Edmonds Duncan Registered Investment Advisors's UNM Position: Q1 2023 in Review

Edmonds Duncan Registered Investment Advisors sold out of Unum (UNM) in Q1 2023, closing a stake of 6,225 shares — an estimated $255K sold.

Edmonds Duncan Registered Investment Advisors first reported a position in UNM in Q3 2022 and held it in 2 quarters. The position peaked at $255K in Q4 2022. 524 funds tracked by Wall St. Rank hold UNM as of Q1 2023.

  • Edmonds Duncan Registered Investment Advisors reported no remaining Unum position as of Q1 2023 after selling out during the quarter.
  • Edmonds Duncan Registered Investment Advisors sold 6,225 Unum shares in Q1 2023, an estimated $255K.
  • Edmonds Duncan Registered Investment Advisors first reported a position in Unum in Q3 2022 and held it in 2 quarters.
  • Edmonds Duncan Registered Investment Advisors's Unum position peaked at $255K in Q4 2022.
  • 524 funds tracked by Wall St. Rank held Unum as of Q1 2023.

Based on Edmonds Duncan Registered Investment Advisors's 13F filing for Q1 2023, filed 12 Apr 2023.