EFS
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Essex Financial Services’s Unum UNM Stock Holding History

Essex Financial Services’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
-6,030
Closed -$247K – 507
2022
Q4 		$247K Sell
6,030
-1,593
-21% -$66.7K 0.03% 414
2022
Q3 		$296K Sell
7,623
-290
-4% -$10.6K 0.04% 343
2022
Q2 		$269K Buy
7,913
+459
+6% +$15.5K 0.03% 385
2022
Q1 		$235K Buy
+7,454
New +$208K 0.02% 429

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

Essex Financial Services's UNM Position: Q1 2023 in Review

Essex Financial Services sold out of Unum (UNM) in Q1 2023, closing a stake of 6,030 shares — an estimated $247K sold.

Essex Financial Services first reported a position in UNM in Q1 2022 and held it in 4 quarters. The position peaked at $296K in Q3 2022. 524 funds tracked by Wall St. Rank hold UNM as of Q1 2023.

  • Essex Financial Services reported no remaining Unum position as of Q1 2023 after selling out during the quarter.
  • Essex Financial Services sold 6,030 Unum shares in Q1 2023, an estimated $247K.
  • Essex Financial Services first reported a position in Unum in Q1 2022 and held it in 4 quarters.
  • Essex Financial Services's Unum position peaked at $296K in Q3 2022.
  • 524 funds tracked by Wall St. Rank held Unum as of Q1 2023.

Based on Essex Financial Services's 13F filing for Q1 2023, filed 11 May 2023.