Liberty Wealth Management’s Unum UNM Stock Holding History

Liberty 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
2021 Q4	–	Sell	-1	Closed	–	–	1043
2021 Q3	$0	Hold	1	–	–	﹤0.01%	1236
2021 Q2	$0	Buy	+1	New	+$29	﹤0.01%	1187

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

Liberty Wealth Management's UNM Position: Q4 2021 in Review

Liberty Wealth Management sold out of Unum (UNM) in Q4 2021, closing a stake of 1 share.

Liberty Wealth Management first reported a position in UNM in Q2 2021 and held it in 2 quarters. The position peaked at $0 in Q3 2021. 444 funds tracked by Wall St. Rank hold UNM as of Q4 2021.

Liberty Wealth Management reported no remaining Unum position as of Q4 2021 after selling out during the quarter.
Liberty Wealth Management sold 1 Unum share in Q4 2021.
Liberty Wealth Management first reported a position in Unum in Q2 2021 and held it in 2 quarters.
Liberty Wealth Management's Unum position peaked at $0 in Q3 2021.
444 funds tracked by Wall St. Rank held Unum as of Q4 2021.

Based on Liberty Wealth Management's 13F filing for Q4 2021, filed 15 Feb 2022.