JWM
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Janiczek Wealth Management’s Unum UNM Stock Holding History

Janiczek 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
2024
Q2 		$170K Sell
3,326
-496
-13% -$25.7K 0.04% 207
2024
Q1 		$205K Sell
3,822
-320
-8% -$15.6K 0.04% 175
2023
Q4 		$187K Sell
4,142
-59
-1% -$2.69K 0.05% 168
2023
Q3 		$207K Buy
4,201
+79
+2% +$3.86K 0.05% 139
2023
Q2 		$197K Buy
4,122
+381
+10% +$16.6K 0.05% 129
2023
Q1 		$150K Buy
3,741
+453
+14% +$18.7K 0.04% 156
2022
Q4 		$135K Buy
3,288
+10
+0.3% +$419 0.04% 179
2022
Q3 		$136K Buy
3,278
+211
+7% +$7.72K 0.04% 150
2022
Q2 		$99K Sell
3,067
-1,611
-34% -$54.5K 0.03% 205
2022
Q1 		$147K Buy
4,678
+452
+11% +$12.6K 0.04% 156
2021
Q4 		$104K Sell
4,226
-1,996
-32% -$51.1K 0.03% 183
2021
Q3 		$156K Buy
6,222
+2,456
+65% +$65K 0.06% 122
2021
Q2 		$107K Buy
3,766
+293
+8% +$8.61K 0.04% 146
2021
Q1 		$97K Buy
3,473
+1,012
+41% +$26.3K 0.04% 138
2020
Q4 		$56K Buy
2,461
+1,662
+208% +$34.4K 0.03% 185
2020
Q3 		$13K Buy
+799
New +$14.2K 0.01% 213
2019
Q2 		– Sell
-116
Closed -$4K – 201
2019
Q1 		$4K Hold
116
– – ﹤0.01% 133
2018
Q4 		$3K Hold
116
– – ﹤0.01% 132
2018
Q3 		$5K Hold
116
– – ﹤0.01% 112
2018
Q2 		$4K Buy
+116
New +$4.84K ﹤0.01% 118

Other funds holding UNM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return

Janiczek Wealth Management's UNM Position: Q2 2024 in Review

Janiczek Wealth Management reduced its Unum (UNM) stake by 13% in Q2 2024, selling an estimated $25.7K and leaving 3,326 shares worth $170K. The position accounts for 0.04% of the portfolio, ranked #207.

Janiczek Wealth Management first reported a position in UNM in Q2 2018 and has held it in 20 quarters since. The position peaked at $207K in Q3 2023. 577 funds tracked by Wall St. Rank hold UNM as of Q2 2024.

  • Janiczek Wealth Management held 3,326 shares of Unum worth $170K as of Q2 2024.
  • Janiczek Wealth Management sold 496 Unum shares in Q2 2024, an estimated $25.7K.
  • Unum made up 0.04% of Janiczek Wealth Management's portfolio in Q2 2024, its #207 holding.
  • Janiczek Wealth Management first reported a position in Unum in Q2 2018 and has held it in 20 quarters since.
  • Janiczek Wealth Management's Unum position peaked at $207K in Q3 2023.
  • 577 funds tracked by Wall St. Rank held Unum as of Q2 2024.

Based on Janiczek Wealth Management's 13F filing for Q2 2024, filed 25 Jul 2024.