LPWM
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Lake Point Wealth Management’s Unum UNM Stock Holding History

Lake Point Wealth 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 		$0 Hold
7
– – ﹤0.01% 512
2022
Q1 		$0 Buy
7
+1
+17% +$28 ﹤0.01% 484
2021
Q4 		$0 Hold
6
– – ﹤0.01% 486
2021
Q3 		$0 Hold
6
– – ﹤0.01% 458
2021
Q2 		$0 Buy
+6
New +$176 ﹤0.01% 442

Other funds holding UNM

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
DSC
Donald Smith & Co New York $5.65B AUM 47.79% 1-Year Est. Return
Viking Global Investors
Viking Global Investors Stamford, Connecticut $35.1B AUM 21.36% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Lake Point Wealth Management's UNM Position: Q2 2022 in Review

Lake Point Wealth Management held its Unum (UNM) position steady in Q2 2022 at 7 shares worth $0. The position accounts for ﹤0.01% of the portfolio, ranked #512.

Lake Point Wealth Management first reported a position in UNM in Q2 2021 and has held it in 5 quarters since. 486 funds tracked by Wall St. Rank hold UNM as of Q2 2022.

  • Lake Point Wealth Management held 7 shares of Unum worth $0 as of Q2 2022.
  • Lake Point Wealth Management left its Unum share count unchanged in Q2 2022.
  • Unum made up ﹤0.01% of Lake Point Wealth Management's portfolio in Q2 2022, its #512 holding.
  • Lake Point Wealth Management first reported a position in Unum in Q2 2021 and has held it in 5 quarters since.
  • 486 funds tracked by Wall St. Rank held Unum as of Q2 2022.

Based on Lake Point Wealth Management's 13F filing for Q2 2022, filed 19 Jul 2022.