Financial Advisors Network’s Unum UNM Stock Holding History

Financial Advisors Network’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 Q1	–	Sell	-17,066	Closed	-$419K	–	158
2021 Q4	$419K	Sell	17,066 -1,052	-6%	-$26.9K	0.09%	94
2021 Q3	$480K	Buy	18,118 +1,206	+7%	+$31.9K	0.11%	87
2021 Q2	$480K	Sell	16,912 -291	-2%	-$8.55K	0.14%	73
2021 Q1	$479K	Buy	+17,203	New	+$446K	0.15%	72

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

Norges Bank Oslo, Norway $1T AUM

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

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

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

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Financial Advisors Network's UNM Position: Q1 2022 in Review

Financial Advisors Network sold out of Unum (UNM) in Q1 2022, closing a stake of 17,066 shares — an estimated $419K sold.

Financial Advisors Network first reported a position in UNM in Q1 2021 and held it in 4 quarters. The position peaked at $480K in Q3 2021. 466 funds tracked by Wall St. Rank hold UNM as of Q1 2022.

Financial Advisors Network reported no remaining Unum position as of Q1 2022 after selling out during the quarter.
Financial Advisors Network sold 17,066 Unum shares in Q1 2022, an estimated $419K.
Financial Advisors Network first reported a position in Unum in Q1 2021 and held it in 4 quarters.
Financial Advisors Network's Unum position peaked at $480K in Q3 2021.
466 funds tracked by Wall St. Rank held Unum as of Q1 2022.

Based on Financial Advisors Network's 13F filing for Q1 2022, filed 13 May 2022.