Lee Financial’s Unum UNM Stock Holding History

Lee Financial’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 Q1	–	Sell	-120	Closed	-$5.43K	–	781
2023 Q4	$5.43K	Hold	120	–	–	﹤0.01%	528
2023 Q3	$5.9K	Hold	120	–	–	﹤0.01%	492
2023 Q2	$5.72K	Hold	120	–	–	﹤0.01%	484
2023 Q1	$4.75K	Hold	120	–	–	﹤0.01%	539
2022 Q4	$4.92K	Hold	120	–	–	﹤0.01%	552
2022 Q3	$5K	Buy	+120	New	+$4.39K	﹤0.01%	552

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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

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

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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

DSC

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

Lee Financial's UNM Position: Q1 2024 in Review

Lee Financial sold out of Unum (UNM) in Q1 2024, closing a stake of 120 shares — an estimated $5.43K sold.

Lee Financial first reported a position in UNM in Q3 2022 and held it in 6 quarters. The position peaked at $5.9K in Q3 2023. 580 funds tracked by Wall St. Rank hold UNM as of Q1 2024.

Lee Financial reported no remaining Unum position as of Q1 2024 after selling out during the quarter.
Lee Financial sold 120 Unum shares in Q1 2024, an estimated $5.43K.
Lee Financial first reported a position in Unum in Q3 2022 and held it in 6 quarters.
Lee Financial's Unum position peaked at $5.9K in Q3 2023.
580 funds tracked by Wall St. Rank held Unum as of Q1 2024.

Based on Lee Financial's 13F filing for Q1 2024, filed 15 May 2024.