Harbor Investment Advisory’s Unum UNM Stock Holding History

Harbor Investment Advisory’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
2024 Q2	–	Sell	-42	Closed	-$2.25K	–	1454
2024 Q1	$2.25K	Buy	+42	New	+$2.05K	﹤0.01%	1079
2021 Q4	–	Sell	-127	Closed	-$3K	–	1371
2021 Q3	$3K	Hold	127	–	–	﹤0.01%	1211
2021 Q2	$4K	Hold	127	–	–	﹤0.01%	1127
2021 Q1	$4K	Hold	127	–	–	﹤0.01%	1106
2020 Q4	$3K	Buy	127 +60	+90%	+$1.24K	﹤0.01%	1073
2020 Q3	$1K	Hold	67	–	–	﹤0.01%	1102
2020 Q2	$1K	Buy	+67	New	+$1.06K	﹤0.01%	1116

Other funds holding UNM

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

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

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

Norges Bank Oslo, Norway $1T AUM

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

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

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

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return

Harbor Investment Advisory's UNM Position: Q2 2024 in Review

Harbor Investment Advisory sold out of Unum (UNM) in Q2 2024, closing a stake of 42 shares — an estimated $2.25K sold.

Harbor Investment Advisory first reported a position in UNM in Q2 2020 and held it in 7 quarters. The position peaked at $4K in Q2 2021. 578 funds tracked by Wall St. Rank hold UNM as of Q2 2024.

Harbor Investment Advisory reported no remaining Unum position as of Q2 2024 after selling out during the quarter.
Harbor Investment Advisory sold 42 Unum shares in Q2 2024, an estimated $2.25K.
Harbor Investment Advisory first reported a position in Unum in Q2 2020 and held it in 7 quarters.
Harbor Investment Advisory's Unum position peaked at $4K in Q2 2021.
578 funds tracked by Wall St. Rank held Unum as of Q2 2024.

Based on Harbor Investment Advisory's 13F filing for Q2 2024, filed 19 Jul 2024.