Karp Capital Management’s Unum UNM Stock Holding History

Karp Capital 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
2022 Q2	–	Sell	-7,087	Closed	-$223K	–	162
2022 Q1	$223K	Sell	7,087 -1,835	-21%	-$51.3K	0.03%	128
2021 Q4	$219K	Buy	+8,922	New	+$228K	0.03%	145

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

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

Norges Bank Oslo, Norway $1T AUM

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

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

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

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

Karp Capital Management's UNM Position: Q2 2022 in Review

Karp Capital Management sold out of Unum (UNM) in Q2 2022, closing a stake of 7,087 shares — an estimated $223K sold.

Karp Capital Management first reported a position in UNM in Q4 2021 and held it in 2 quarters. The position peaked at $223K in Q1 2022. 486 funds tracked by Wall St. Rank hold UNM as of Q2 2022.

Karp Capital Management reported no remaining Unum position as of Q2 2022 after selling out during the quarter.
Karp Capital Management sold 7,087 Unum shares in Q2 2022, an estimated $223K.
Karp Capital Management first reported a position in Unum in Q4 2021 and held it in 2 quarters.
Karp Capital Management's Unum position peaked at $223K in Q1 2022.
486 funds tracked by Wall St. Rank held Unum as of Q2 2022.

Based on Karp Capital Management's 13F filing for Q2 2022, filed 15 Jul 2022.