Fortis Capital Advisors’s Unum UNM Stock Holding History

Fortis 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
2023 Q1	–	Sell	-3,644	Closed	-$150K	–	770
2022 Q4	$150K	Buy	+3,644	New	+$153K	0.09%	147

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

Norges Bank Oslo, Norway $935B AUM

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

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

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

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

DSC

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

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

Fortis Capital Advisors's UNM Position: Q1 2023 in Review

Fortis Capital Advisors sold out of Unum (UNM) in Q1 2023, closing a stake of 3,644 shares — an estimated $150K sold.

Fortis Capital Advisors first reported a position in UNM in Q4 2022 and held it in 1 quarter. The position peaked at $150K in Q4 2022. 525 funds tracked by Wall St. Rank hold UNM as of Q1 2023.

Fortis Capital Advisors reported no remaining Unum position as of Q1 2023 after selling out during the quarter.
Fortis Capital Advisors sold 3,644 Unum shares in Q1 2023, an estimated $150K.
Fortis Capital Advisors first reported a position in Unum in Q4 2022 and held it in 1 quarter.
Fortis Capital Advisors's Unum position peaked at $150K in Q4 2022.
525 funds tracked by Wall St. Rank held Unum as of Q1 2023.

Based on Fortis Capital Advisors's 13F filing for Q1 2023, filed 15 May 2023.