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Johnson Financial Group Inc (Wisconsin)’s Unum UNM Stock Holding History

Johnson Financial Group Inc (Wisconsin)’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
Q1 		– Sell
-4
Closed -$181 – 987
2023
Q4 		$181 Buy
+4
New +$182 ﹤0.01% 881
2019
Q4 		– Sell
-981
Closed -$29K – 584
2019
Q3 		$29K Buy
981
+793
+422% +$23.5K ﹤0.01% 380
2019
Q2 		$6K Hold
188
– – ﹤0.01% 486
2019
Q1 		$6K Hold
188
– – ﹤0.01% 459
2018
Q4 		$6K Sell
188
-89
-32% -$3.12K ﹤0.01% 461
2018
Q3 		$11K Sell
277
-29
-9% -$1.08K ﹤0.01% 442
2018
Q2 		$11K Buy
306
+43
+16% +$1.79K ﹤0.01% 450
2018
Q1 		$13K Buy
263
+70
+36% +$3.66K ﹤0.01% 445
2017
Q4 		$11K Sell
193
-450
-70% -$24.2K ﹤0.01% 481
2017
Q3 		$33K Sell
643
-3,803
-86% -$186K ﹤0.01% 372
2017
Q2 		$207K Hold
4,446
– – 0.03% 230
2017
Q1 		$208K Buy
4,446
+200
+5% +$9.37K 0.03% 250
2016
Q4 		$187K Sell
4,246
-120
-3% -$4.8K 0.03% 271
2016
Q3 		$154K Buy
4,366
+460
+12% +$15.6K 0.02% 287
2016
Q2 		$124K Buy
3,906
+3,270
+514% +$111K 0.02% 333
2016
Q1 		$20K Hold
636
– – ﹤0.01% 510
2015
Q4 		$21K Sell
636
-235
-27% -$8.1K ﹤0.01% 529
2015
Q3 		$28K Sell
871
-150
-15% -$5.17K 0.01% 545
2015
Q2 		$37K Hold
1,021
– – 0.01% 534
2015
Q1 		$34K Buy
1,021
+403
+65% +$13.4K 0.01% 562
2014
Q4 		$22K Buy
618
+340
+122% +$11.5K 0.01% 573
2014
Q3 		$10K Sell
278
-111
-29% -$3.9K ﹤0.01% 614
2014
Q2 		$14K Buy
389
+139
+56% +$4.75K ﹤0.01% 585
2014
Q1 		$9K Sell
250
-442
-64% -$15.1K ﹤0.01% 595
2013
Q4 		$24K Buy
692
+442
+177% +$14.5K 0.01% 498
2013
Q3 		$8K Hold
250
– – ﹤0.01% 576
2013
Q2 		$7K Buy
+250
New +$6.96K ﹤0.01% 599

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 $3.38T AUM 44.17% 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
DSC
Donald Smith & Co New York $5.65B AUM 47.79% 1-Year Est. Return

Johnson Financial Group Inc (Wisconsin)'s UNM Position: Q1 2024 in Review

Johnson Financial Group Inc (Wisconsin) sold out of Unum (UNM) in Q1 2024, closing a stake of 4 shares — an estimated $181 sold.

Johnson Financial Group Inc (Wisconsin) first reported a position in UNM in Q2 2013 and held it in 27 quarters. The position peaked at $208K in Q1 2017. 580 funds tracked by Wall St. Rank hold UNM as of Q1 2024.

  • Johnson Financial Group Inc (Wisconsin) reported no remaining Unum position as of Q1 2024 after selling out during the quarter.
  • Johnson Financial Group Inc (Wisconsin) sold 4 Unum shares in Q1 2024, an estimated $181.
  • Johnson Financial Group Inc (Wisconsin) first reported a position in Unum in Q2 2013 and held it in 27 quarters.
  • Johnson Financial Group Inc (Wisconsin)'s Unum position peaked at $208K in Q1 2017.
  • 580 funds tracked by Wall St. Rank held Unum as of Q1 2024.

Based on Johnson Financial Group Inc (Wisconsin)'s 13F filing for Q1 2024, filed 14 May 2024.