Ellevest Inc’s Unum UNM Stock Holding History

Ellevest Inc’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 Q2	–	Sell	-872	Closed	-$34.5K	–	1570
2023 Q1	$34.5K	Sell	872 -464	-35%	-$19.2K	﹤0.01%	705
2022 Q4	$54.8K	Sell	1,336 -31	-2%	-$1.3K	﹤0.01%	583
2022 Q3	$53K	Buy	1,367 +417	+44%	+$15.3K	0.01%	567
2022 Q2	$32K	Buy	950 +2	+0.2%	+$68	﹤0.01%	664
2022 Q1	$30K	Sell	948 -972	-51%	-$27.2K	﹤0.01%	647
2021 Q4	$47K	Buy	1,920 +1,700	+773%	+$43.5K	﹤0.01%	527
2021 Q3	$6K	Buy	220 +13	+6%	+$344	﹤0.01%	937
2021 Q2	$6K	Sell	207 -37	-15%	-$1.09K	﹤0.01%	873
2021 Q1	$7K	Buy	244 +38	+18%	+$986	﹤0.01%	852
2020 Q4	$5K	Sell	206 -194	-49%	-$4.01K	﹤0.01%	850
2020 Q3	$7K	Buy	400 +61	+18%	+$1.08K	﹤0.01%	721
2020 Q2	$6K	Sell	339 -245	-42%	-$3.87K	﹤0.01%	721
2020 Q1	$9K	Buy	584 +467	+399%	+$11.2K	﹤0.01%	573
2019 Q4	$3K	Buy	+117	New	+$3.4K	﹤0.01%	657
2019 Q3	–	Sell	-242	Closed	-$8K	–	609
2019 Q2	$8K	Buy	+242	New	+$8.38K	﹤0.01%	266

Other funds holding UNM

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

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

Fidelity Investments

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

Norges Bank Oslo, Norway $935B AUM

Dimensional Fund Advisors

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

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

Viking Global Investors

Viking Global Investors Stamford, Connecticut $35.7B AUM 21.3% 1-Year Est. Return

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

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

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