Graves Light Lenhart Wealth’s Unum UNM Stock Holding History

Graves Light Lenhart Wealth’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
2022 Q2	–	Sell	-247	Closed	-$8K	–	695
2022 Q1	$8K	Hold	247	–	–	﹤0.01%	561
2021 Q4	$6K	Hold	247	–	–	﹤0.01%	648
2021 Q3	$6K	Hold	247	–	–	﹤0.01%	632
2021 Q2	$7K	Hold	247	–	–	﹤0.01%	608
2021 Q1	$7K	Hold	247	–	–	﹤0.01%	623
2020 Q4	$6K	Buy	+247	New	+$5.11K	﹤0.01%	609

Other funds holding UNM

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

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Donald Smith & Co New York $5.65B AUM 47.79% 1-Year Est. Return

Viking Global Investors Stamford, Connecticut $35.1B AUM 21.36% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Graves Light Lenhart Wealth's UNM Position: Q2 2022 in Review

Graves Light Lenhart Wealth sold out of Unum (UNM) in Q2 2022, closing a stake of 247 shares — an estimated $8K sold.

Graves Light Lenhart Wealth first reported a position in UNM in Q4 2020 and held it in 6 quarters. The position peaked at $8K in Q1 2022. 486 funds tracked by Wall St. Rank hold UNM as of Q2 2022.

Graves Light Lenhart Wealth reported no remaining Unum position as of Q2 2022 after selling out during the quarter.
Graves Light Lenhart Wealth sold 247 Unum shares in Q2 2022, an estimated $8K.
Graves Light Lenhart Wealth first reported a position in Unum in Q4 2020 and held it in 6 quarters.
Graves Light Lenhart Wealth's Unum position peaked at $8K in Q1 2022.
486 funds tracked by Wall St. Rank held Unum as of Q2 2022.

Based on Graves Light Lenhart Wealth's 13F filing for Q2 2022, filed 15 Aug 2022.