Focused Wealth Management’s Unum UNM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-24
| Closed | -$1.07K | – | 925 |
|
|
2023
Q4 | $1.07K | Hold |
24
| – | – | ﹤0.01% | 844 |
|
|
2023
Q3 | $1.16K | Buy |
24
+1
| +4% | +$49 | ﹤0.01% | 830 |
|
|
2023
Q2 | $1.12K | Hold |
23
| – | – | ﹤0.01% | 868 |
|
|
2023
Q1 | $919 | Hold |
23
| – | – | ﹤0.01% | 877 |
|
|
2022
Q4 | $946 | Hold |
23
| – | – | ﹤0.01% | 875 |
|
|
2022
Q3 | $1K | Hold |
23
| – | – | ﹤0.01% | 907 |
|
|
2022
Q2 | $1K | Buy |
23
+1
| +5% | +$34 | ﹤0.01% | 883 |
|
|
2022
Q1 | $1K | Hold |
22
| – | – | ﹤0.01% | 944 |
|
|
2021
Q4 | $1K | Hold |
22
| – | – | ﹤0.01% | 936 |
|
|
2021
Q3 | $1K | Buy |
+22
| New | +$582 | ﹤0.01% | 946 |
|
|
2019
Q3 | – | Sell |
-6,350
| Closed | -$213K | – | 777 |
|
|
2019
Q2 | $213K | Buy |
6,350
+2,822
| +80% | +$97.7K | 0.06% | 133 |
|
|
2019
Q1 | $119K | Hold |
3,528
| – | – | 0.04% | 192 |
|
|
2018
Q4 | $104K | Hold |
3,528
| – | – | 0.04% | 223 |
|
|
2018
Q3 | $138K | Hold |
3,528
| – | – | 0.05% | 195 |
|
|
2018
Q2 | $131K | Buy |
3,528
+3,500
| +12,500% | +$146K | 0.05% | 202 |
|
|
2018
Q1 | $1K | Hold |
28
| – | – | ﹤0.01% | 672 |
|
|
2017
Q4 | $2K | Hold |
28
| – | – | ﹤0.01% | 619 |
|
|
2017
Q3 | $1K | Hold |
28
| – | – | ﹤0.01% | 622 |
|
|
2017
Q2 | $1K | Hold |
28
| – | – | ﹤0.01% | 677 |
|
|
2017
Q1 | $1K | Hold |
28
| – | – | ﹤0.01% | 663 |
|
|
2016
Q4 | $1K | Hold |
28
| – | – | ﹤0.01% | 663 |
|
|
2016
Q3 | $1K | Hold |
28
| – | – | ﹤0.01% | 642 |
|
|
2016
Q2 | $1K | Hold |
28
| – | – | ﹤0.01% | 641 |
|
|
2016
Q1 | $1K | Hold |
28
| – | – | ﹤0.01% | 621 |
|
|
2015
Q4 | $1K | Hold |
28
| – | – | ﹤0.01% | 646 |
|
|
2015
Q3 | $1K | Sell |
28
-152
| -84% | -$5.24K | ﹤0.01% | 649 |
|
|
2015
Q2 | $6K | Hold |
180
| – | – | ﹤0.01% | 484 |
|
|
2015
Q1 | $6K | Hold |
180
| – | – | ﹤0.01% | 508 |
|
|
2014
Q4 | $6K | Hold |
180
| – | – | ﹤0.01% | 493 |
|
|
2014
Q3 | $6K | Hold |
180
| – | – | ﹤0.01% | 500 |
|
|
2014
Q2 | $6K | Hold |
180
| – | – | ﹤0.01% | 499 |
|
|
2014
Q1 | $6K | Hold |
180
| – | – | 0.01% | 469 |
|
|
2013
Q4 | $6K | Hold |
180
| – | – | 0.01% | 462 |
|
|
2013
Q3 | $5K | Buy |
+180
| New | +$5.53K | ﹤0.01% | 461 |
|
Other funds holding UNM
DSC
Focused Wealth Management's UNM Position: Q1 2024 in Review
Focused Wealth Management sold out of Unum (UNM) in Q1 2024, closing a stake of 24 shares — an estimated $1.07K sold.
Focused Wealth Management first reported a position in UNM in Q3 2013 and held it in 34 quarters. The position peaked at $213K in Q2 2019. 579 funds tracked by Wall St. Rank hold UNM as of Q1 2024.
- Focused Wealth Management reported no remaining Unum position as of Q1 2024 after selling out during the quarter.
- Focused Wealth Management sold 24 Unum shares in Q1 2024, an estimated $1.07K.
- Focused Wealth Management first reported a position in Unum in Q3 2013 and held it in 34 quarters.
- Focused Wealth Management's Unum position peaked at $213K in Q2 2019.
- 579 funds tracked by Wall St. Rank held Unum as of Q1 2024.
Based on Focused Wealth Management's 13F filing for Q1 2024, filed 8 May 2024.