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EWG Elevate’s Unum UNM Stock Holding History

EWG Elevate’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
2023
Q1 		– Sell
-73
Closed -$3K – 739
2022
Q4 		$3K Buy
+73
New +$3.06K ﹤0.01% 528

Other funds holding UNM

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Viking Global Investors
Viking Global Investors Stamford, Connecticut $35.7B AUM 21.3% 1-Year Est. Return
DSC
Donald Smith & Co New York $5.56B AUM 47.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

EWG Elevate's UNM Position: Q1 2023 in Review

EWG Elevate sold out of Unum (UNM) in Q1 2023, closing a stake of 73 shares — an estimated $3K sold.

EWG Elevate first reported a position in UNM in Q4 2022 and held it in 1 quarter. The position peaked at $3K in Q4 2022. 525 funds tracked by Wall St. Rank hold UNM as of Q1 2023.

  • EWG Elevate reported no remaining Unum position as of Q1 2023 after selling out during the quarter.
  • EWG Elevate sold 73 Unum shares in Q1 2023, an estimated $3K.
  • EWG Elevate first reported a position in Unum in Q4 2022 and held it in 1 quarter.
  • EWG Elevate's Unum position peaked at $3K in Q4 2022.
  • 525 funds tracked by Wall St. Rank held Unum as of Q1 2023.

Based on EWG Elevate's 13F filing for Q1 2023, filed 13 Apr 2023.