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FourThought Financial’s Unum UNM Stock Holding History

FourThought Financial’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
2022
Q3 		$196K Buy
5,047
+226
+5% +$8.27K 0.03% 294
2022
Q2 		$164K Buy
4,821
+50
+1% +$1.69K 0.02% 343
2022
Q1 		$150K Sell
4,771
-110
-2% -$3.07K 0.02% 379
2021
Q4 		$120K Buy
4,881
+100
+2% +$2.56K 0.02% 432
2021
Q3 		$119K Buy
4,781
+100
+2% +$2.65K 0.02% 442
2021
Q2 		$132K Hold
4,681
– – 0.02% 434
2021
Q1 		$130K Hold
4,681
– – 0.02% 433
2020
Q4 		$107K Buy
+4,681
New +$96.8K 0.02% 466

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
Norges Bank
Norges Bank Oslo, Norway $935B AUM
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
Viking Global Investors
Viking Global Investors Stamford, Connecticut $35.7B AUM 21.3% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
DSC
Donald Smith & Co New York $5.56B AUM 47.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

FourThought Financial's UNM Position: Q3 2022 in Review

FourThought Financial increased its Unum (UNM) stake by 4.7% in Q3 2022, buying an estimated $8.27K and bringing the position to 5,047 shares worth $196K. The position accounts for 0.03% of the portfolio, ranked #294.

FourThought Financial first reported a position in UNM in Q4 2020 and has held it in 8 quarters since. 492 funds tracked by Wall St. Rank hold UNM as of Q3 2022.

  • FourThought Financial held 5,047 shares of Unum worth $196K as of Q3 2022.
  • FourThought Financial bought 226 Unum shares in Q3 2022, an estimated $8.27K.
  • Unum made up 0.03% of FourThought Financial's portfolio in Q3 2022, its #294 holding.
  • FourThought Financial first reported a position in Unum in Q4 2020 and has held it in 8 quarters since.
  • 492 funds tracked by Wall St. Rank held Unum as of Q3 2022.

Based on FourThought Financial's 13F filing for Q3 2022, filed 21 Nov 2022.