Kiwi Wealth Investments Limited Partnership’s Unum UNM Stock Holding History

Kiwi Wealth Investments Limited Partnership’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 Q3	–	Sell	-18,033	Closed	-$860K	–	182
2023 Q2	$860K	Hold	18,033	–	–	0.05%	170
2023 Q1	$713K	Sell	18,033 -36,833	-67%	-$1.52M	0.05%	157
2022 Q4	$2.25M	Buy	+54,866	New	+$2.3M	0.15%	134

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 $1.9T AUM 41.92% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Viking Global Investors Stamford, Connecticut $35.7B AUM 21.3% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

Kiwi Wealth Investments Limited Partnership's UNM Position: Q3 2023 in Review

Kiwi Wealth Investments Limited Partnership sold out of Unum (UNM) in Q3 2023, closing a stake of 18,033 shares — an estimated $860K sold.

Kiwi Wealth Investments Limited Partnership first reported a position in UNM in Q4 2022 and held it in 3 quarters. The position peaked at $2.25M in Q4 2022. 579 funds tracked by Wall St. Rank hold UNM as of Q3 2023.

Kiwi Wealth Investments Limited Partnership reported no remaining Unum position as of Q3 2023 after selling out during the quarter.
Kiwi Wealth Investments Limited Partnership sold 18,033 Unum shares in Q3 2023, an estimated $860K.
Kiwi Wealth Investments Limited Partnership first reported a position in Unum in Q4 2022 and held it in 3 quarters.
Kiwi Wealth Investments Limited Partnership's Unum position peaked at $2.25M in Q4 2022.
579 funds tracked by Wall St. Rank held Unum as of Q3 2023.

Based on Kiwi Wealth Investments Limited Partnership's 13F filing for Q3 2023, filed 14 Nov 2023.