Evolution Wealth Advisors’s Unum UNM Stock Holding History

Evolution Wealth Advisors’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
2021 Q4	–	Sell	-316	Closed	-$8K	–	601
2021 Q3	$8K	Hold	316	–	–	﹤0.01%	436
2021 Q2	$9K	Hold	316	–	–	﹤0.01%	430
2021 Q1	$9K	Hold	316	–	–	﹤0.01%	435
2020 Q4	$7K	Hold	316	–	–	﹤0.01%	407
2020 Q3	$5K	Hold	316	–	–	﹤0.01%	443
2020 Q2	$5K	Buy	+316	New	+$4.99K	﹤0.01%	374
2019 Q3	–	Sell	-45	Closed	-$2K	–	587
2019 Q2	$2K	Buy	+45	New	+$1.56K	﹤0.01%	449

Other funds holding UNM

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

DSC

Donald Smith & Co New York $5.65B AUM 47.79% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

Evolution Wealth Advisors's UNM Position: Q4 2021 in Review

Evolution Wealth Advisors sold out of Unum (UNM) in Q4 2021, closing a stake of 316 shares — an estimated $8K sold.

Evolution Wealth Advisors first reported a position in UNM in Q2 2019 and held it in 7 quarters. The position peaked at $9K in Q2 2021. 444 funds tracked by Wall St. Rank hold UNM as of Q4 2021.

Evolution Wealth Advisors reported no remaining Unum position as of Q4 2021 after selling out during the quarter.
Evolution Wealth Advisors sold 316 Unum shares in Q4 2021, an estimated $8K.
Evolution Wealth Advisors first reported a position in Unum in Q2 2019 and held it in 7 quarters.
Evolution Wealth Advisors's Unum position peaked at $9K in Q2 2021.
444 funds tracked by Wall St. Rank held Unum as of Q4 2021.

Based on Evolution Wealth Advisors's 13F filing for Q4 2021, filed 28 Jan 2022.