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Fulton Bank’s Unum UNM Stock Holding History

Fulton Bank’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
-56,234
Closed -$1.41M – 547
2021
Q3 		$1.41M Buy
56,234
+6,227
+12% +$165K 0.07% 197
2021
Q2 		$1.42M Buy
50,007
+3,085
+7% +$90.7K 0.07% 191
2021
Q1 		$1.31M Buy
46,922
+4,966
+12% +$129K 0.07% 190
2020
Q4 		$963K Sell
41,956
-1,103
-3% -$22.8K 0.05% 217
2020
Q3 		$725K Sell
43,059
-12,622
-23% -$224K 0.04% 237
2020
Q2 		$924K Buy
55,681
+10,322
+23% +$163K 0.06% 201
2020
Q1 		$681K Buy
45,359
+9,441
+26% +$227K 0.05% 208
2019
Q4 		$1.05M Buy
35,918
+10,996
+44% +$320K 0.07% 199
2019
Q3 		$740K Buy
24,922
+1,486
+6% +$44.1K 0.05% 220
2019
Q2 		$787K Buy
23,436
+1,989
+9% +$68.9K 0.05% 222
2019
Q1 		$725K Buy
21,447
+1,869
+10% +$65.1K 0.05% 219
2018
Q4 		$575K Buy
19,578
+196
+1% +$6.86K 0.05% 233
2018
Q3 		$757K Buy
19,382
+4,516
+30% +$168K 0.05% 232
2018
Q2 		$550K Buy
14,866
+139
+0.9% +$5.8K 0.04% 260
2018
Q1 		$701K Buy
14,727
+4,422
+43% +$231K 0.05% 220
2017
Q4 		$566K Buy
10,305
+819
+9% +$44K 0.04% 247
2017
Q3 		$485K Buy
9,486
+1,320
+16% +$64.4K 0.04% 261
2017
Q2 		$380K Buy
8,166
+2,302
+39% +$106K 0.03% 313
2017
Q1 		$275K Buy
+5,864
New +$275K 0.02% 358

Other funds holding UNM

BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $2.3T AUM 54.33% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
DSC
Donald Smith & Co New York $5.65B AUM 47.79% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

Fulton Bank's UNM Position: Q4 2021 in Review

Fulton Bank sold out of Unum (UNM) in Q4 2021, closing a stake of 56,234 shares — an estimated $1.41M sold.

Fulton Bank first reported a position in UNM in Q1 2017 and held it in 19 quarters. The position peaked at $1.42M in Q2 2021. 444 funds tracked by Wall St. Rank hold UNM as of Q4 2021.

  • Fulton Bank reported no remaining Unum position as of Q4 2021 after selling out during the quarter.
  • Fulton Bank sold 56,234 Unum shares in Q4 2021, an estimated $1.41M.
  • Fulton Bank first reported a position in Unum in Q1 2017 and held it in 19 quarters.
  • Fulton Bank's Unum position peaked at $1.42M in Q2 2021.
  • 444 funds tracked by Wall St. Rank held Unum as of Q4 2021.

Based on Fulton Bank's 13F filing for Q4 2021, filed 5 Jan 2022.