Evoke Wealth’s Unum UNM Stock Holding History

Evoke Wealth’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 Q4	–	Sell	-147	Closed	-$6K	–	1095
2022 Q3	$6K	Hold	147	–	–	﹤0.01%	861
2022 Q2	$5K	Sell	147 -25	-15%	-$846	﹤0.01%	905
2022 Q1	$5K	Hold	172	–	–	﹤0.01%	927
2021 Q4	$4K	Sell	172 -46	-21%	-$1.18K	﹤0.01%	966
2021 Q3	$5K	Hold	218	–	–	﹤0.01%	866
2021 Q2	$6K	Sell	218 -136	-38%	-$4K	﹤0.01%	846
2021 Q1	$10K	Buy	354 +86	+32%	+$2.23K	﹤0.01%	697
2020 Q4	$6K	Hold	268	–	–	﹤0.01%	689
2020 Q3	$5K	Sell	268 -112	-29%	-$1.99K	﹤0.01%	685
2020 Q2	$6K	Buy	380 +82	+28%	+$1.29K	﹤0.01%	643
2020 Q1	$4.47K	Buy	298 +271	+1,004%	+$6.52K	﹤0.01%	636
2019 Q4	$773	Buy	27 +13	+93%	+$378	﹤0.01%	1164
2019 Q3	$416	Buy	+14	New	+$416	﹤0.01%	1364

Other funds holding UNM

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

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 Oslo, Norway $935B AUM

Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return

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

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

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

Viking Global Investors

Viking Global Investors Stamford, Connecticut $35.7B AUM 21.3% 1-Year Est. Return