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Frazier Financial Advisors’s Unum UNM Stock Holding History

Frazier Financial 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
2024
Q4 		– Sell
-141
Closed -$8.38K – 869
2024
Q3 		$8.38K Sell
141
-142
-50% -$7.71K 0.01% 412
2024
Q2 		$14.5K Buy
283
+173
+157% +$8.95K 0.01% 354
2024
Q1 		$5.9K Sell
110
-39
-26% -$1.9K ﹤0.01% 553
2023
Q4 		$6.74K Buy
+149
New +$6.79K 0.01% 439

Other funds holding UNM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

Frazier Financial Advisors's UNM Position: Q4 2024 in Review

Frazier Financial Advisors sold out of Unum (UNM) in Q4 2024, closing a stake of 141 shares — an estimated $8.38K sold.

Frazier Financial Advisors first reported a position in UNM in Q4 2023 and held it in 4 quarters. The position peaked at $14.5K in Q2 2024. 682 funds tracked by Wall St. Rank hold UNM as of Q4 2024.

  • Frazier Financial Advisors reported no remaining Unum position as of Q4 2024 after selling out during the quarter.
  • Frazier Financial Advisors sold 141 Unum shares in Q4 2024, an estimated $8.38K.
  • Frazier Financial Advisors first reported a position in Unum in Q4 2023 and held it in 4 quarters.
  • Frazier Financial Advisors's Unum position peaked at $14.5K in Q2 2024.
  • 682 funds tracked by Wall St. Rank held Unum as of Q4 2024.

Based on Frazier Financial Advisors's 13F filing for Q4 2024, filed 12 Feb 2025.