GKWIM
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Gerber Kawasaki Wealth & Investment Management’s Unum UNM Stock Holding History

Gerber Kawasaki Wealth & Investment Management’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
-490
Closed -$12K – 1057
2021
Q3 		$12K Buy
+490
New +$13K ﹤0.01% 603

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 $1.9T AUM 41.92% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 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 $5.56B AUM 47.13% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

Gerber Kawasaki Wealth & Investment Management's UNM Position: Q4 2021 in Review

Gerber Kawasaki Wealth & Investment Management sold out of Unum (UNM) in Q4 2021, closing a stake of 490 shares — an estimated $12K sold.

Gerber Kawasaki Wealth & Investment Management first reported a position in UNM in Q3 2021 and held it in 1 quarter. The position peaked at $12K in Q3 2021. 444 funds tracked by Wall St. Rank hold UNM as of Q4 2021.

  • Gerber Kawasaki Wealth & Investment Management reported no remaining Unum position as of Q4 2021 after selling out during the quarter.
  • Gerber Kawasaki Wealth & Investment Management sold 490 Unum shares in Q4 2021, an estimated $12K.
  • Gerber Kawasaki Wealth & Investment Management first reported a position in Unum in Q3 2021 and held it in 1 quarter.
  • Gerber Kawasaki Wealth & Investment Management's Unum position peaked at $12K in Q3 2021.
  • 444 funds tracked by Wall St. Rank held Unum as of Q4 2021.

Based on Gerber Kawasaki Wealth & Investment Management's 13F filing for Q4 2021, filed 11 Feb 2022.