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Fortem Financial Group’s Unum UNM Stock Holding History

Fortem Financial 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
2021
Q4 		– Sell
-12,646
Closed -$317K – 181
2021
Q3 		$317K Sell
12,646
-345
-3% -$9.13K 0.16% 136
2021
Q2 		$369K Buy
12,991
+699
+6% +$20.5K 0.19% 132
2021
Q1 		$342K Sell
12,292
-258
-2% -$6.7K 0.2% 130
2020
Q4 		$288K Sell
12,550
-840
-6% -$17.4K 0.17% 125
2020
Q3 		$225K Sell
13,390
-53,344
-80% -$949K 0.16% 129
2020
Q2 		$1.11M Buy
66,734
+519
+0.8% +$8.19K 0.86% 41
2020
Q1 		$994K Buy
66,215
+36,034
+119% +$867K 0.91% 37
2019
Q4 		$880K Sell
30,181
-11,555
-28% -$336K 0.65% 61
2019
Q3 		$1.24M Buy
41,736
+9,737
+30% +$289K 1.06% 44
2019
Q2 		$1.07M Sell
31,999
-462
-1% -$16K 1.08% 42
2019
Q1 		$1.1M Buy
32,461
+205
+0.6% +$7.14K 1.14% 38
2018
Q4 		$948K Buy
+32,256
New +$1.13M 1.14% 42

Other funds holding UNM

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
DSC
Donald Smith & Co New York $5.56B AUM 47.13% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

Fortem Financial Group's UNM Position: Q4 2021 in Review

Fortem Financial Group sold out of Unum (UNM) in Q4 2021, closing a stake of 12,646 shares — an estimated $317K sold.

Fortem Financial Group first reported a position in UNM in Q4 2018 and held it in 12 quarters. The position peaked at $1.24M in Q3 2019. 444 funds tracked by Wall St. Rank hold UNM as of Q4 2021.

  • Fortem Financial Group reported no remaining Unum position as of Q4 2021 after selling out during the quarter.
  • Fortem Financial Group sold 12,646 Unum shares in Q4 2021, an estimated $317K.
  • Fortem Financial Group first reported a position in Unum in Q4 2018 and held it in 12 quarters.
  • Fortem Financial Group's Unum position peaked at $1.24M in Q3 2019.
  • 444 funds tracked by Wall St. Rank held Unum as of Q4 2021.

Based on Fortem Financial Group's 13F filing for Q4 2021, filed 20 Jan 2022.