Kowal Investment Group’s Unum UNM Stock Holding History

Kowal Investment Group’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 Q4	–	Sell	-616	Closed	-$15K	–	887
2021 Q3	$15K	Buy	+616	New	+$16.3K	﹤0.01%	441

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

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

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

Norges Bank Oslo, Norway $1T AUM

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

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

Kowal Investment Group's UNM Position: Q4 2021 in Review

Kowal Investment Group sold out of Unum (UNM) in Q4 2021, closing a stake of 616 shares — an estimated $15K sold.

Kowal Investment Group first reported a position in UNM in Q3 2021 and held it in 1 quarter. The position peaked at $15K in Q3 2021. 444 funds tracked by Wall St. Rank hold UNM as of Q4 2021.

Kowal Investment Group reported no remaining Unum position as of Q4 2021 after selling out during the quarter.
Kowal Investment Group sold 616 Unum shares in Q4 2021, an estimated $15K.
Kowal Investment Group first reported a position in Unum in Q3 2021 and held it in 1 quarter.
Kowal Investment Group's Unum position peaked at $15K in Q3 2021.
444 funds tracked by Wall St. Rank held Unum as of Q4 2021.

Based on Kowal Investment Group's 13F filing for Q4 2021, filed 11 Feb 2022.