HGWM
UNM icon

Harvest Group Wealth Management’s Unum UNM Stock Holding History

Harvest Group Wealth 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
Q1 		– Sell
-75
Closed -$2K – 677
2020
Q4 		$2K Sell
75
-110
-59% -$2.27K ﹤0.01% 391
2020
Q3 		$3K Buy
+185
New +$3.29K ﹤0.01% 310

Other funds holding UNM

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
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 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
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Harvest Group Wealth Management's UNM Position: Q1 2021 in Review

Harvest Group Wealth Management sold out of Unum (UNM) in Q1 2021, closing a stake of 75 shares — an estimated $2K sold.

Harvest Group Wealth Management first reported a position in UNM in Q3 2020 and held it in 2 quarters. The position peaked at $3K in Q3 2020. 459 funds tracked by Wall St. Rank hold UNM as of Q1 2021.

  • Harvest Group Wealth Management reported no remaining Unum position as of Q1 2021 after selling out during the quarter.
  • Harvest Group Wealth Management sold 75 Unum shares in Q1 2021, an estimated $2K.
  • Harvest Group Wealth Management first reported a position in Unum in Q3 2020 and held it in 2 quarters.
  • Harvest Group Wealth Management's Unum position peaked at $3K in Q3 2020.
  • 459 funds tracked by Wall St. Rank held Unum as of Q1 2021.

Based on Harvest Group Wealth Management's 13F filing for Q1 2021, filed 4 May 2021.