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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
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
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
DSC
Donald Smith & Co New York $5.65B AUM 47.79% 1-Year Est. Return
Viking Global Investors
Viking Global Investors Stamford, Connecticut $35.1B AUM 21.36% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

Evoke Wealth's UNM Position: Q4 2022 in Review

Evoke Wealth sold out of Unum (UNM) in Q4 2022, closing a stake of 147 shares — an estimated $6K sold.

Evoke Wealth first reported a position in UNM in Q3 2019 and held it in 13 quarters. The position peaked at $10K in Q1 2021. 525 funds tracked by Wall St. Rank hold UNM as of Q4 2022.

  • Evoke Wealth reported no remaining Unum position as of Q4 2022 after selling out during the quarter.
  • Evoke Wealth sold 147 Unum shares in Q4 2022, an estimated $6K.
  • Evoke Wealth first reported a position in Unum in Q3 2019 and held it in 13 quarters.
  • Evoke Wealth's Unum position peaked at $10K in Q1 2021.
  • 525 funds tracked by Wall St. Rank held Unum as of Q4 2022.

Based on Evoke Wealth's 13F filing for Q4 2022, filed 10 Feb 2023.