IWP
UNM icon

Icon Wealth Partners’s Unum UNM Stock Holding History

Icon Wealth Partners’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
Q3 		– Sell
-10,000
Closed -$284K – 361
2021
Q2 		$284K Buy
10,000
+2,442
+32% +$71.8K 0.03% 303
2021
Q1 		$210K Buy
+7,558
New +$196K 0.03% 319
2019
Q2 		– Sell
-537
Closed -$18K – 731
2019
Q1 		$18K Buy
+537
New +$18.7K 0.01% 587
2018
Q3 		– Sell
-619
Closed -$23K – 701
2018
Q2 		$23K Buy
+619
New +$25.8K 0.01% 560
2018
Q1 		– Sell
-333
Closed -$18K – 700
2017
Q4 		$18K Buy
+333
New +$17.9K 0.01% 632

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 $2.3T AUM 54.33% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
DSC
Donald Smith & Co New York $5.65B AUM 47.79% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Icon Wealth Partners's UNM Position: Q3 2021 in Review

Icon Wealth Partners sold out of Unum (UNM) in Q3 2021, closing a stake of 10,000 shares — an estimated $284K sold.

Icon Wealth Partners first reported a position in UNM in Q4 2017 and held it in 5 quarters. The position peaked at $284K in Q2 2021. 458 funds tracked by Wall St. Rank hold UNM as of Q3 2021.

  • Icon Wealth Partners reported no remaining Unum position as of Q3 2021 after selling out during the quarter.
  • Icon Wealth Partners sold 10,000 Unum shares in Q3 2021, an estimated $284K.
  • Icon Wealth Partners first reported a position in Unum in Q4 2017 and held it in 5 quarters.
  • Icon Wealth Partners's Unum position peaked at $284K in Q2 2021.
  • 458 funds tracked by Wall St. Rank held Unum as of Q3 2021.

Based on Icon Wealth Partners's 13F filing for Q3 2021, filed 15 Nov 2021.