Financial Gravity Asset Management’s Unum Group 6.250% Junior Subordinated Notes due 2058 UNMA Stock Holding History

Financial Gravity Asset Management’s Portfolio UNMA Stock Details UNMA Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q2	–	Sell	-34	Closed	-$853	–	2387
2024 Q1	$853	Buy	+34	New	+$851	﹤0.01%	1266

Other funds holding UNMA

TIM

Thompson Investment Management Madison, Wisconsin $872M AUM 35.59% 1-Year Est. Return

BWAM

Boyd Watterson Asset Management Cleveland, Ohio $326M AUM 28.17% 1-Year Est. Return

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

Financial Gravity Asset Management sold out of Unum Group 6.250% Junior Subordinated Notes due 2058 (UNMA) in Q2 2024, closing a stake of 34 shares — an estimated $853 sold.

Financial Gravity Asset Management first reported a position in UNMA in Q1 2024 and held it in 1 quarter. The position peaked at $853 in Q1 2024. 2 funds tracked by Wall St. Rank hold UNMA as of Q2 2024.

Financial Gravity Asset Management reported no remaining Unum Group 6.250% Junior Subordinated Notes due 2058 position as of Q2 2024 after selling out during the quarter.
Financial Gravity Asset Management sold 34 Unum Group 6.250% Junior Subordinated Notes due 2058 shares in Q2 2024, an estimated $853.
Financial Gravity Asset Management first reported a position in Unum Group 6.250% Junior Subordinated Notes due 2058 in Q1 2024 and held it in 1 quarter.
Financial Gravity Asset Management's Unum Group 6.250% Junior Subordinated Notes due 2058 position peaked at $853 in Q1 2024.
2 funds tracked by Wall St. Rank held Unum Group 6.250% Junior Subordinated Notes due 2058 as of Q2 2024.

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