Gilman Hill Asset Management’s Unum UNM Stock Holding History

Gilman Hill Asset 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
2023 Q1	–	Sell	-169,460	Closed	-$6.95M	–	217
2022 Q4	$6.95M	Sell	169,460 -58,240	-26%	-$2.44M	1.43%	21
2022 Q3	$8.84M	Sell	227,700 -5,829	-2%	-$213K	2.06%	5
2022 Q2	$7.95M	Buy	233,529 +4,342	+2%	+$147K	1.71%	17
2022 Q1	$7.22M	Sell	229,187 -6,767	-3%	-$189K	1.64%	18
2021 Q4	$5.8M	Buy	235,954 +1,317	+0.6%	+$33.7K	1.29%	26
2021 Q3	$5.88M	Buy	234,637 +7,610	+3%	+$201K	1.5%	23
2021 Q2	$6.45M	Buy	227,027 +1,545	+0.7%	+$45.4K	1.65%	22
2021 Q1	$6.28M	Buy	225,482 +28,635	+15%	+$743K	1.74%	19
2020 Q4	$4.52M	Buy	196,847 +745	+0.4%	+$15.4K	1.48%	24
2020 Q3	$3.3M	Buy	196,102 +15,055	+8%	+$268K	1.28%	27
2020 Q2	$3M	Buy	+181,047	New	+$2.86M	1.2%	29

Other funds holding UNM

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Viking Global Investors Stamford, Connecticut $35.7B AUM 21.3% 1-Year Est. Return

DSC

Donald Smith & Co New York $5.56B AUM 47.13% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Gilman Hill Asset Management's UNM Position: Q1 2023 in Review

Gilman Hill Asset Management sold out of Unum (UNM) in Q1 2023, closing a stake of 169,460 shares — an estimated $6.95M sold.

Gilman Hill Asset Management first reported a position in UNM in Q2 2020 and held it in 11 quarters. The position peaked at $8.84M in Q3 2022. 525 funds tracked by Wall St. Rank hold UNM as of Q1 2023.

Gilman Hill Asset Management reported no remaining Unum position as of Q1 2023 after selling out during the quarter.
Gilman Hill Asset Management sold 169,460 Unum shares in Q1 2023, an estimated $6.95M.
Gilman Hill Asset Management first reported a position in Unum in Q2 2020 and held it in 11 quarters.
Gilman Hill Asset Management's Unum position peaked at $8.84M in Q3 2022.
525 funds tracked by Wall St. Rank held Unum as of Q1 2023.

Based on Gilman Hill Asset Management's 13F filing for Q1 2023, filed 20 Apr 2023.