First Trust Direct Indexing’s Unum UNM Stock Holding History

First Trust Direct Indexing’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 Q4	–	Sell	-9,082	Closed	-$540K	–	874
2024 Q3	$540K	Buy	9,082 +1,913	+27%	+$104K	0.03%	520
2024 Q2	$366K	Buy	7,169 +816	+13%	+$42.2K	0.02%	584
2024 Q1	$341K	Buy	6,353 +185	+3%	+$9.02K	0.03%	580
2023 Q4	$279K	Buy	6,168 +261	+4%	+$11.9K	0.03%	598
2023 Q3	$291K	Sell	5,907 -5,621	-49%	-$275K	0.03%	527
2023 Q2	$550K	Buy	11,528 +5,128	+80%	+$224K	0.06%	382
2023 Q1	$253K	Buy	+6,400	New	+$264K	0.03%	592
2021 Q1	–	Sell	-301	Closed	-$7K	–	962
2020 Q4	$7K	Buy	+301	New	+$6.22K	﹤0.01%	978

Other funds holding UNM

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

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

Norges Bank Oslo, Norway $935B AUM

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

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

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

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

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

First Trust Direct Indexing's UNM Position: Q4 2024 in Review

First Trust Direct Indexing sold out of Unum (UNM) in Q4 2024, closing a stake of 9,082 shares — an estimated $540K sold.

First Trust Direct Indexing first reported a position in UNM in Q4 2020 and held it in 8 quarters. The position peaked at $550K in Q2 2023. 682 funds tracked by Wall St. Rank hold UNM as of Q4 2024.

First Trust Direct Indexing reported no remaining Unum position as of Q4 2024 after selling out during the quarter.
First Trust Direct Indexing sold 9,082 Unum shares in Q4 2024, an estimated $540K.
First Trust Direct Indexing first reported a position in Unum in Q4 2020 and held it in 8 quarters.
First Trust Direct Indexing's Unum position peaked at $550K in Q2 2023.
682 funds tracked by Wall St. Rank held Unum as of Q4 2024.

Based on First Trust Direct Indexing's 13F filing for Q4 2024.