Lake Street Advisors Group’s Unum UNM Stock Holding History

Lake Street Advisors 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
2024 Q4	$302K	Sell	4,131 -366	-8%	-$25.2K	0.01%	447
2024 Q3	$267K	Hold	4,497	–	–	0.01%	484
2024 Q2	$230K	Sell	4,497 -98	-2%	-$5.07K	0.01%	508
2024 Q1	$247K	Buy	4,595 +22	+0.5%	+$1.07K	0.01%	504
2023 Q4	$207K	Buy	+4,573	New	+$208K	0.01%	535

Other funds holding UNM

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

Norges Bank Oslo, Norway $935B AUM

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

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

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

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

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

Lake Street Advisors Group's UNM Position: Q4 2024 in Review

Lake Street Advisors Group reduced its Unum (UNM) stake by 8.1% in Q4 2024, selling an estimated $25.2K and leaving 4,131 shares worth $302K. The position accounts for 0.01% of the portfolio, ranked #447.

Lake Street Advisors Group first reported a position in UNM in Q4 2023 and has held it in 5 quarters since. 682 funds tracked by Wall St. Rank hold UNM as of Q4 2024.

Lake Street Advisors Group held 4,131 shares of Unum worth $302K as of Q4 2024.
Lake Street Advisors Group sold 366 Unum shares in Q4 2024, an estimated $25.2K.
Unum made up 0.01% of Lake Street Advisors Group's portfolio in Q4 2024, its #447 holding.
Lake Street Advisors Group first reported a position in Unum in Q4 2023 and has held it in 5 quarters since.
682 funds tracked by Wall St. Rank held Unum as of Q4 2024.

Based on Lake Street Advisors Group's 13F filing for Q4 2024, filed 4 Feb 2025.