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Independent Solutions Wealth Management’s Unum UNM Stock Holding History

Independent Solutions 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
2023
Q4 		– Sell
-10,522
Closed -$518K – 205
2023
Q3 		$518K Buy
+10,522
New +$514K 0.13% 126

Other funds holding UNM

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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
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
DSC
Donald Smith & Co New York $5.56B AUM 47.13% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

Independent Solutions Wealth Management's UNM Position: Q4 2023 in Review

Independent Solutions Wealth Management sold out of Unum (UNM) in Q4 2023, closing a stake of 10,522 shares — an estimated $518K sold.

Independent Solutions Wealth Management first reported a position in UNM in Q3 2023 and held it in 1 quarter. The position peaked at $518K in Q3 2023. 571 funds tracked by Wall St. Rank hold UNM as of Q4 2023.

  • Independent Solutions Wealth Management reported no remaining Unum position as of Q4 2023 after selling out during the quarter.
  • Independent Solutions Wealth Management sold 10,522 Unum shares in Q4 2023, an estimated $518K.
  • Independent Solutions Wealth Management first reported a position in Unum in Q3 2023 and held it in 1 quarter.
  • Independent Solutions Wealth Management's Unum position peaked at $518K in Q3 2023.
  • 571 funds tracked by Wall St. Rank held Unum as of Q4 2023.

Based on Independent Solutions Wealth Management's 13F filing for Q4 2023, filed 19 Dec 2024.