EPG Wealth Management’s Unum UNM Stock Holding History

EPG 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
2020 Q1	–	Sell	-120	Closed	-$4K	–	875
2019 Q4	$4K	Buy	+120	New	+$3.49K	﹤0.01%	553

Other funds holding UNM

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

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

DSC

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

LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

EPG Wealth Management's UNM Position: Q1 2020 in Review

EPG Wealth Management sold out of Unum (UNM) in Q1 2020, closing a stake of 120 shares — an estimated $4K sold.

EPG Wealth Management first reported a position in UNM in Q4 2019 and held it in 1 quarter. The position peaked at $4K in Q4 2019. 422 funds tracked by Wall St. Rank hold UNM as of Q1 2020.

EPG Wealth Management reported no remaining Unum position as of Q1 2020 after selling out during the quarter.
EPG Wealth Management sold 120 Unum shares in Q1 2020, an estimated $4K.
EPG Wealth Management first reported a position in Unum in Q4 2019 and held it in 1 quarter.
EPG Wealth Management's Unum position peaked at $4K in Q4 2019.
422 funds tracked by Wall St. Rank held Unum as of Q1 2020.

Based on EPG Wealth Management's 13F filing for Q1 2020, filed 5 May 2020.