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Intersect Capital’s Unum UNM Stock Holding History

Intersect Capital’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
2022
Q2 		$342K Buy
+10,050
New +$340K 0.1% 209

Other funds holding UNM

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
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
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
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
Viking Global Investors
Viking Global Investors Stamford, Connecticut $35.7B AUM 21.3% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Intersect Capital's UNM Position: Q2 2022 in Review

Intersect Capital opened a new position in Unum (UNM) in Q2 2022: 10,050 shares worth $342K. The stake represents 0.1% of the portfolio and ranks #209 among its holdings.

486 funds tracked by Wall St. Rank hold UNM as of Q2 2022.

  • Intersect Capital held 10,050 shares of Unum worth $342K as of Q2 2022.
  • Unum was a new Intersect Capital position in Q2 2022.
  • Unum made up 0.1% of Intersect Capital's portfolio in Q2 2022, its #209 holding.
  • 486 funds tracked by Wall St. Rank held Unum as of Q2 2022.

Based on Intersect Capital's 13F filing for Q2 2022, filed 2 Sep 2022.