Gemmer Asset Management’s Unum UNM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-773
| Closed | -$24K | – | 1081 |
|
|
2022
Q1 | $24K | Hold |
773
| – | – | ﹤0.01% | 443 |
|
|
2021
Q4 | $19K | Hold |
773
| – | – | ﹤0.01% | 532 |
|
|
2021
Q3 | $19K | Sell |
773
-28
| -3% | -$741 | ﹤0.01% | 500 |
|
|
2021
Q2 | $23K | Buy |
801
+28
| +4% | +$823 | ﹤0.01% | 498 |
|
|
2021
Q1 | $22K | Hold |
773
| – | – | ﹤0.01% | 482 |
|
|
2020
Q4 | $18K | Hold |
773
| – | – | ﹤0.01% | 489 |
|
|
2020
Q3 | $13K | Buy |
773
+23
| +3% | +$409 | ﹤0.01% | 527 |
|
|
2020
Q2 | $12K | Sell |
750
-64
| -8% | -$1.01K | ﹤0.01% | 533 |
|
|
2020
Q1 | $12K | Buy |
814
+397
| +95% | +$9.55K | ﹤0.01% | 471 |
|
|
2019
Q4 | $12K | Hold |
417
| – | – | ﹤0.01% | 600 |
|
|
2019
Q3 | $12K | Hold |
417
| – | – | ﹤0.01% | 597 |
|
|
2019
Q2 | $14K | Hold |
417
| – | – | ﹤0.01% | 520 |
|
|
2019
Q1 | $14K | Sell |
417
-150
| -26% | -$5.22K | ﹤0.01% | 555 |
|
|
2018
Q4 | $17K | Hold |
567
| – | – | 0.01% | 424 |
|
|
2018
Q3 | $22K | Hold |
567
| – | – | 0.01% | 372 |
|
|
2018
Q2 | $21K | Hold |
567
| – | – | 0.01% | 393 |
|
|
2018
Q1 | $27K | Hold |
567
| – | – | 0.01% | 311 |
|
|
2017
Q4 | $31K | Hold |
567
| – | – | 0.01% | 283 |
|
|
2017
Q3 | $29K | Hold |
567
| – | – | 0.01% | 276 |
|
|
2017
Q2 | $26K | Hold |
567
| – | – | 0.01% | 288 |
|
|
2017
Q1 | $27K | Hold |
567
| – | – | 0.01% | 268 |
|
|
2016
Q4 | $25K | Hold |
567
| – | – | 0.01% | 270 |
|
|
2016
Q3 | $20K | Hold |
567
| – | – | 0.01% | 337 |
|
|
2016
Q2 | $18K | Hold |
567
| – | – | 0.01% | 347 |
|
|
2016
Q1 | $17K | Buy |
567
+90
| +19% | +$2.64K | 0.01% | 362 |
|
|
2015
Q4 | $16K | Hold |
477
| – | – | 0.01% | 379 |
|
|
2015
Q3 | $15K | Hold |
477
| – | – | 0.01% | 407 |
|
|
2015
Q2 | $17K | Hold |
477
| – | – | 0.01% | 376 |
|
|
2015
Q1 | $16K | Hold |
477
| – | – | 0.01% | 424 |
|
|
2014
Q4 | $17K | Hold |
477
| – | – | 0.01% | 372 |
|
|
2014
Q3 | $16K | Hold |
477
| – | – | 0.01% | 384 |
|
|
2014
Q2 | $17K | Hold |
477
| – | – | 0.01% | 363 |
|
|
2014
Q1 | $17K | Buy |
+477
| New | +$16.3K | 0.01% | 353 |
|
Other funds holding UNM
DSC
Gemmer Asset Management's UNM Position: Q2 2022 in Review
Gemmer Asset Management sold out of Unum (UNM) in Q2 2022, closing a stake of 773 shares — an estimated $24K sold.
Gemmer Asset Management first reported a position in UNM in Q1 2014 and held it in 33 quarters. The position peaked at $31K in Q4 2017. 486 funds tracked by Wall St. Rank hold UNM as of Q2 2022.
- Gemmer Asset Management reported no remaining Unum position as of Q2 2022 after selling out during the quarter.
- Gemmer Asset Management sold 773 Unum shares in Q2 2022, an estimated $24K.
- Gemmer Asset Management first reported a position in Unum in Q1 2014 and held it in 33 quarters.
- Gemmer Asset Management's Unum position peaked at $31K in Q4 2017.
- 486 funds tracked by Wall St. Rank held Unum as of Q2 2022.
Based on Gemmer Asset Management's 13F filing for Q2 2022, filed 22 Jul 2022.