EWM
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Endurance Wealth Management’s Unum UNM Stock Holding History

Endurance Wealth Management’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 		$6K Buy
+120
New +$5.24K ﹤0.01% 541

Other funds holding UNM

BlackRock
BlackRock New York $5.72T AUM 30.48% 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 $1.9T AUM 41.92% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
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
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
DSC
Donald Smith & Co New York $5.56B AUM 47.13% 1-Year Est. Return

Endurance Wealth Management's UNM Position: Q2 2023 in Review

Endurance Wealth Management opened a new position in Unum (UNM) in Q2 2023: 120 shares worth $6K. The stake represents ﹤0.01% of the portfolio and ranks #541 among its holdings.

556 funds tracked by Wall St. Rank hold UNM as of Q2 2023.

  • Endurance Wealth Management held 120 shares of Unum worth $6K as of Q2 2023.
  • Unum was a new Endurance Wealth Management position in Q2 2023.
  • Unum made up ﹤0.01% of Endurance Wealth Management's portfolio in Q2 2023, its #541 holding.
  • 556 funds tracked by Wall St. Rank held Unum as of Q2 2023.

Based on Endurance Wealth Management's 13F filing for Q2 2023, filed 9 Aug 2023.