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Evergreen Wealth Solutions’s Unum UNM Stock Holding History

Evergreen Wealth Solutions’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
2022
Q3 		– Sell
-9,197
Closed -$313K – 103
2022
Q2 		$313K Sell
9,197
-2,098
-19% -$71K 0.38% 83
2022
Q1 		$356K Buy
11,295
+53
+0.5% +$1.48K 0.35% 71
2021
Q4 		$276K Buy
+11,242
New +$288K 0.25% 83

Other funds holding UNM

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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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
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
Viking Global Investors
Viking Global Investors Stamford, Connecticut $35.1B AUM 21.36% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 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

Evergreen Wealth Solutions's UNM Position: Q3 2022 in Review

Evergreen Wealth Solutions sold out of Unum (UNM) in Q3 2022, closing a stake of 9,197 shares — an estimated $313K sold.

Evergreen Wealth Solutions first reported a position in UNM in Q4 2021 and held it in 3 quarters. The position peaked at $356K in Q1 2022. 492 funds tracked by Wall St. Rank hold UNM as of Q3 2022.

  • Evergreen Wealth Solutions reported no remaining Unum position as of Q3 2022 after selling out during the quarter.
  • Evergreen Wealth Solutions sold 9,197 Unum shares in Q3 2022, an estimated $313K.
  • Evergreen Wealth Solutions first reported a position in Unum in Q4 2021 and held it in 3 quarters.
  • Evergreen Wealth Solutions's Unum position peaked at $356K in Q1 2022.
  • 492 funds tracked by Wall St. Rank held Unum as of Q3 2022.

Based on Evergreen Wealth Solutions's 13F filing for Q3 2022, filed 14 Nov 2022.