Institutional & Family Asset Management’s Unum UNM Stock Holding History

Institutional & Family Asset 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 Q1	–	Sell	-176	Closed	-$7.22K	–	760
2022 Q4	$7.22K	Hold	176	–	–	﹤0.01%	413
2022 Q3	$7K	Sell	176 -7	-4%	-$256	﹤0.01%	436
2022 Q2	$6K	Hold	183	–	–	﹤0.01%	474
2022 Q1	$6K	Hold	183	–	–	﹤0.01%	536
2021 Q4	$4K	Hold	183	–	–	﹤0.01%	603
2021 Q3	$5K	Hold	183	–	–	﹤0.01%	678
2021 Q2	$5K	Sell	183 -817	-82%	-$24K	﹤0.01%	724
2021 Q1	$28K	Hold	1,000	–	–	0.01%	449
2020 Q4	$23K	Buy	+1,000	New	+$20.7K	﹤0.01%	426

Other funds holding UNM

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

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

Norges Bank Oslo, Norway $1T AUM

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Viking Global Investors Stamford, Connecticut $35.1B AUM 21.36% 1-Year Est. Return

DSC

Donald Smith & Co New York $5.65B AUM 47.79% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Institutional & Family Asset Management's UNM Position: Q1 2023 in Review

Institutional & Family Asset Management sold out of Unum (UNM) in Q1 2023, closing a stake of 176 shares — an estimated $7.22K sold.

Institutional & Family Asset Management first reported a position in UNM in Q4 2020 and held it in 9 quarters. The position peaked at $28K in Q1 2021. 524 funds tracked by Wall St. Rank hold UNM as of Q1 2023.

Institutional & Family Asset Management reported no remaining Unum position as of Q1 2023 after selling out during the quarter.
Institutional & Family Asset Management sold 176 Unum shares in Q1 2023, an estimated $7.22K.
Institutional & Family Asset Management first reported a position in Unum in Q4 2020 and held it in 9 quarters.
Institutional & Family Asset Management's Unum position peaked at $28K in Q1 2021.
524 funds tracked by Wall St. Rank held Unum as of Q1 2023.

Based on Institutional & Family Asset Management's 13F filing for Q1 2023, filed 9 May 2023.