HFM
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Hartford Financial Management’s Unum UNM Stock Holding History

Hartford Financial 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
2022
Q4 		– Sell
-176
Closed -$7K – 388
2022
Q3 		$7K Hold
176
– – ﹤0.01% 298
2022
Q2 		$6K Hold
176
– – ﹤0.01% 311
2022
Q1 		$6K Hold
176
– – ﹤0.01% 323
2021
Q4 		$4K Hold
176
– – ﹤0.01% 329
2021
Q3 		$4K Buy
+176
New +$4.66K ﹤0.01% 345
2020
Q2 		– Sell
-884
Closed -$13K – 354
2020
Q1 		$13K Hold
884
– – 0.01% 254
2019
Q4 		$26K Hold
884
– – 0.01% 244
2019
Q3 		$26K Hold
884
– – 0.01% 245
2019
Q2 		$30K Buy
+884
New +$30.6K 0.01% 239

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 $2.3T AUM 54.33% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
DSC
Donald Smith & Co New York $5.65B AUM 47.79% 1-Year Est. Return
Viking Global Investors
Viking Global Investors Stamford, Connecticut $35.1B AUM 21.36% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

Hartford Financial Management's UNM Position: Q4 2022 in Review

Hartford Financial Management sold out of Unum (UNM) in Q4 2022, closing a stake of 176 shares — an estimated $7K sold.

Hartford Financial Management first reported a position in UNM in Q2 2019 and held it in 9 quarters. The position peaked at $30K in Q2 2019. 525 funds tracked by Wall St. Rank hold UNM as of Q4 2022.

  • Hartford Financial Management reported no remaining Unum position as of Q4 2022 after selling out during the quarter.
  • Hartford Financial Management sold 176 Unum shares in Q4 2022, an estimated $7K.
  • Hartford Financial Management first reported a position in Unum in Q2 2019 and held it in 9 quarters.
  • Hartford Financial Management's Unum position peaked at $30K in Q2 2019.
  • 525 funds tracked by Wall St. Rank held Unum as of Q4 2022.

Based on Hartford Financial Management's 13F filing for Q4 2022, filed 1 Feb 2023.