Estate Counselors’s Unum UNM Stock Holding History

Estate Counselors’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
2024 Q1	–	Sell	-16,005	Closed	-$724K	–	150
2023 Q4	$724K	Buy	16,005 +25	+0.2%	+$1.14K	0.09%	101
2023 Q3	$786K	Buy	15,980 +425	+3%	+$20.8K	0.1%	98
2023 Q2	$742K	Hold	15,555	–	–	0.09%	110
2023 Q1	$615K	Buy	+15,555	New	+$642K	0.08%	109

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

Norges Bank Oslo, Norway $935B AUM

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

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

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

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

AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

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

Estate Counselors's UNM Position: Q1 2024 in Review

Estate Counselors sold out of Unum (UNM) in Q1 2024, closing a stake of 16,005 shares — an estimated $724K sold.

Estate Counselors first reported a position in UNM in Q1 2023 and held it in 4 quarters. The position peaked at $786K in Q3 2023. 579 funds tracked by Wall St. Rank hold UNM as of Q1 2024.

Estate Counselors reported no remaining Unum position as of Q1 2024 after selling out during the quarter.
Estate Counselors sold 16,005 Unum shares in Q1 2024, an estimated $724K.
Estate Counselors first reported a position in Unum in Q1 2023 and held it in 4 quarters.
Estate Counselors's Unum position peaked at $786K in Q3 2023.
579 funds tracked by Wall St. Rank held Unum as of Q1 2024.

Based on Estate Counselors's 13F filing for Q1 2024, filed 14 May 2024.