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 – 734
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 – 702
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 $1.9T AUM 41.92% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return