Hobbs Group Advisors’s Unum UNM Stock Holding History

Hobbs Group Advisors’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 Q4	–	Sell	-300	Closed	-$17.8K	–	591
2024 Q3	$17.8K	Hold	300	–	–	0.01%	361
2024 Q2	$15.3K	Buy	+300	New	+$15.5K	0.01%	340
2023 Q4	$13.6K	Buy	+300	New	+$13.7K	0.01%	319

Other funds holding UNM

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

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

Norges Bank Oslo, Norway $935B AUM

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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

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

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

Hobbs Group Advisors's UNM Position: Q4 2024 in Review

Hobbs Group Advisors sold out of Unum (UNM) in Q4 2024, closing a stake of 300 shares — an estimated $17.8K sold.

Hobbs Group Advisors first reported a position in UNM in Q4 2023 and held it in 3 quarters. The position peaked at $17.8K in Q3 2024. 682 funds tracked by Wall St. Rank hold UNM as of Q4 2024.

Hobbs Group Advisors reported no remaining Unum position as of Q4 2024 after selling out during the quarter.
Hobbs Group Advisors sold 300 Unum shares in Q4 2024, an estimated $17.8K.
Hobbs Group Advisors first reported a position in Unum in Q4 2023 and held it in 3 quarters.
Hobbs Group Advisors's Unum position peaked at $17.8K in Q3 2024.
682 funds tracked by Wall St. Rank held Unum as of Q4 2024.

Based on Hobbs Group Advisors's 13F filing for Q4 2024, filed 12 Feb 2025.