Lenox Wealth Advisors’s Unum UNM Stock Holding History

Lenox Wealth 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
2022 Q1	–	Sell	-47	Closed	-$1K	–	994
2021 Q4	$1K	Buy	+47	New	+$1.2K	﹤0.01%	919
2018 Q2	–	Sell	-150	Closed	-$7K	–	647
2018 Q1	$7K	Hold	150	–	–	﹤0.01%	396
2017 Q4	$8K	Buy	+150	New	+$8.05K	﹤0.01%	187

Other funds holding UNM

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

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

Norges Bank Oslo, Norway $935B AUM

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

DSC

Donald Smith & Co New York $5.56B AUM 47.13% 1-Year Est. Return

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

LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Lenox Wealth Advisors's UNM Position: Q1 2022 in Review

Lenox Wealth Advisors sold out of Unum (UNM) in Q1 2022, closing a stake of 47 shares — an estimated $1K sold.

Lenox Wealth Advisors first reported a position in UNM in Q4 2017 and held it in 3 quarters. The position peaked at $8K in Q4 2017. 466 funds tracked by Wall St. Rank hold UNM as of Q1 2022.

Lenox Wealth Advisors reported no remaining Unum position as of Q1 2022 after selling out during the quarter.
Lenox Wealth Advisors sold 47 Unum shares in Q1 2022, an estimated $1K.
Lenox Wealth Advisors first reported a position in Unum in Q4 2017 and held it in 3 quarters.
Lenox Wealth Advisors's Unum position peaked at $8K in Q4 2017.
466 funds tracked by Wall St. Rank held Unum as of Q1 2022.

Based on Lenox Wealth Advisors's 13F filing for Q1 2022, filed 14 Apr 2022.