Kovack Advisors’s Unum UNM Stock Holding History

Kovack Advisors’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
2021 Q3	–	Sell	-26,086	Closed	-$741K	–	755
2021 Q2	$741K	Sell	26,086 -2,254	-8%	-$66.2K	0.08%	261
2021 Q1	$789K	Sell	28,340 -779	-3%	-$20.2K	0.1%	224
2020 Q4	$668K	Buy	+29,119	New	+$602K	0.1%	221

Other funds holding UNM

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

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

DSC

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

Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Kovack Advisors's UNM Position: Q3 2021 in Review

Kovack Advisors sold out of Unum (UNM) in Q3 2021, closing a stake of 26,086 shares — an estimated $741K sold.

Kovack Advisors first reported a position in UNM in Q4 2020 and held it in 3 quarters. The position peaked at $789K in Q1 2021. 458 funds tracked by Wall St. Rank hold UNM as of Q3 2021.

Kovack Advisors reported no remaining Unum position as of Q3 2021 after selling out during the quarter.
Kovack Advisors sold 26,086 Unum shares in Q3 2021, an estimated $741K.
Kovack Advisors first reported a position in Unum in Q4 2020 and held it in 3 quarters.
Kovack Advisors's Unum position peaked at $789K in Q1 2021.
458 funds tracked by Wall St. Rank held Unum as of Q3 2021.

Based on Kovack Advisors's 13F filing for Q3 2021, filed 3 Nov 2021.