FinTrust Capital Advisors’s Unum UNM Stock Holding History

FinTrust Capital 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
2024 Q3	$86.7K	Buy	1,459 +1	+0.1%	+$54	0.01%	456
2024 Q2	$74.5K	Buy	1,458 +1	+0.1%	+$52	0.01%	453
2024 Q1	$78.2K	Buy	1,457 +247	+20%	+$12K	0.02%	427
2023 Q4	$54.7K	Sell	1,210 -19	-2%	-$865	0.01%	464
2023 Q3	$60.5K	Buy	1,229 +685	+126%	+$33.5K	0.01%	418
2023 Q2	$22.3K	Hold	544	–	–	0.01%	625
2023 Q1	$22.3K	Hold	544	–	–	0.01%	623
2022 Q4	$22.3K	Hold	544	–	–	0.01%	621
2022 Q3	$23K	Buy	544 +102	+23%	+$3.73K	0.01%	694
2022 Q2	$14K	Hold	442	–	–	﹤0.01%	804
2022 Q1	$14K	Hold	442	–	–	﹤0.01%	850
2021 Q4	$11K	Hold	442	–	–	﹤0.01%	905
2021 Q3	$11K	Hold	442	–	–	﹤0.01%	898
2021 Q2	$13K	Hold	442	–	–	﹤0.01%	872
2021 Q1	$12K	Hold	442	–	–	﹤0.01%	862
2020 Q4	$10K	Hold	442	–	–	﹤0.01%	851
2020 Q3	$7K	Hold	442	–	–	﹤0.01%	906
2020 Q2	$7K	Hold	442	–	–	﹤0.01%	795
2020 Q1	$7K	Hold	442	–	–	﹤0.01%	818
2019 Q4	$13K	Hold	442	–	–	0.01%	710
2019 Q3	$13K	Hold	442	–	–	﹤0.01%	721
2019 Q2	$15K	Sell	442 -76	-15%	-$2.63K	0.01%	663
2019 Q1	$18K	Sell	518 -51	-9%	-$1.77K	0.01%	638
2018 Q4	$17K	Buy	+569	New	+$19.9K	0.01%	651

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

Norges Bank Oslo, Norway $1T AUM

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

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

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

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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

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

FinTrust Capital Advisors's UNM Position: Q3 2024 in Review

FinTrust Capital Advisors increased its Unum (UNM) stake by 0.07% in Q3 2024, buying an estimated $54 and bringing the position to 1,459 shares worth $86.7K. The position accounts for 0.01% of the portfolio, ranked #456.

FinTrust Capital Advisors first reported a position in UNM in Q4 2018 and has held it in 24 quarters since. 622 funds tracked by Wall St. Rank hold UNM as of Q3 2024.

FinTrust Capital Advisors held 1,459 shares of Unum worth $86.7K as of Q3 2024.
FinTrust Capital Advisors bought 1 Unum share in Q3 2024, an estimated $54.
Unum made up 0.01% of FinTrust Capital Advisors's portfolio in Q3 2024, its #456 holding.
FinTrust Capital Advisors first reported a position in Unum in Q4 2018 and has held it in 24 quarters since.
622 funds tracked by Wall St. Rank held Unum as of Q3 2024.

Based on FinTrust Capital Advisors's 13F filing for Q3 2024, filed 11 Oct 2024.