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Financial Gravity Asset Management’s Unum UNM Stock Holding History

Financial Gravity Asset Management’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
2024
Q2 		– Sell
-6
Closed -$336 – 1771
2024
Q1 		$336 Buy
6
+1
+20% +$49 ﹤0.01% 887
2023
Q4 		$282 Buy
+5
New +$228 ﹤0.01% 995
2019
Q4 		$29K Buy
+7
New +$204 0.02% 883
2018
Q3 		$0 Hold
9
– – ﹤0.01% 1629
2018
Q2 		$0 Sell
9
-1
-10% -$42 ﹤0.01% 1614
2018
Q1 		$0 Buy
+10
New +$522 ﹤0.01% 1508

Other funds holding UNM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return

Financial Gravity Asset Management's UNM Position: Q2 2024 in Review

Financial Gravity Asset Management sold out of Unum (UNM) in Q2 2024, closing a stake of 6 shares — an estimated $336 sold.

Financial Gravity Asset Management first reported a position in UNM in Q1 2018 and held it in 6 quarters. The position peaked at $29K in Q4 2019. 577 funds tracked by Wall St. Rank hold UNM as of Q2 2024.

  • Financial Gravity Asset Management reported no remaining Unum position as of Q2 2024 after selling out during the quarter.
  • Financial Gravity Asset Management sold 6 Unum shares in Q2 2024, an estimated $336.
  • Financial Gravity Asset Management first reported a position in Unum in Q1 2018 and held it in 6 quarters.
  • Financial Gravity Asset Management's Unum position peaked at $29K in Q4 2019.
  • 577 funds tracked by Wall St. Rank held Unum as of Q2 2024.

Based on Financial Gravity Asset Management's 13F filing for Q2 2024, filed 6 Aug 2024.