First Capital Advisors Group’s Unum UNM Stock Holding History

First Capital Advisors Group’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 Q2	$4.77K	Buy	+100	New	+$4.36K	﹤0.01%	677
2018 Q2	–	Sell	-9	Closed	–	–	729
2018 Q1	$0	Buy	+9	New	+$470	﹤0.01%	889

Other funds holding UNM

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Viking Global Investors Stamford, Connecticut $35.7B AUM 21.3% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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Donald Smith & Co New York $5.56B AUM 47.13% 1-Year Est. Return

First Capital Advisors Group's UNM Position: Q2 2023 in Review

First Capital Advisors Group opened a new position in Unum (UNM) in Q2 2023: 100 shares worth $4.77K. The stake represents ﹤0.01% of the portfolio and ranks #677 among its holdings. This is a return to the name: First Capital Advisors Group previously reported a position in UNM as recently as Q1 2018.

First Capital Advisors Group first reported a position in UNM in Q1 2018 and has held it in 2 quarters since. 556 funds tracked by Wall St. Rank hold UNM as of Q2 2023.

First Capital Advisors Group held 100 shares of Unum worth $4.77K as of Q2 2023.
Unum was a new First Capital Advisors Group position in Q2 2023.
Unum made up ﹤0.01% of First Capital Advisors Group's portfolio in Q2 2023, its #677 holding.
First Capital Advisors Group first reported a position in Unum in Q1 2018 and has held it in 2 quarters since.
556 funds tracked by Wall St. Rank held Unum as of Q2 2023.

Based on First Capital Advisors Group's 13F filing for Q2 2023, filed 15 Aug 2023.