Insight Wealth Strategies’s Unum UNM Stock Holding History

Insight Wealth Strategies’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 Q2	–	Sell	-41,765	Closed	-$2.24M	–	167
2024 Q1	$2.24M	Buy	+41,765	New	+$2.04M	0.33%	67

Other funds holding UNM

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 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

AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

Insight Wealth Strategies's UNM Position: Q2 2024 in Review

Insight Wealth Strategies sold out of Unum (UNM) in Q2 2024, closing a stake of 41,765 shares — an estimated $2.24M sold.

Insight Wealth Strategies first reported a position in UNM in Q1 2024 and held it in 1 quarter. The position peaked at $2.24M in Q1 2024. 577 funds tracked by Wall St. Rank hold UNM as of Q2 2024.

Insight Wealth Strategies reported no remaining Unum position as of Q2 2024 after selling out during the quarter.
Insight Wealth Strategies sold 41,765 Unum shares in Q2 2024, an estimated $2.24M.
Insight Wealth Strategies first reported a position in Unum in Q1 2024 and held it in 1 quarter.
Insight Wealth Strategies's Unum position peaked at $2.24M in Q1 2024.
577 funds tracked by Wall St. Rank held Unum as of Q2 2024.

Based on Insight Wealth Strategies's 13F filing for Q2 2024, filed 8 Jul 2024.