McCarthy Asset Management’s Unum UNM Stock Holding History

McCarthy Asset 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	–	Sell	-170	Closed	-$5K	–	268
2022 Q1	$5K	Hold	170	–	–	﹤0.01%	199
2021 Q4	$4K	Hold	170	–	–	﹤0.01%	216
2021 Q3	$4K	Hold	170	–	–	﹤0.01%	224
2021 Q2	$5K	Hold	170	–	–	﹤0.01%	249
2021 Q1	$5K	Hold	170	–	–	﹤0.01%	216
2020 Q4	$4K	Buy	+170	New	+$3.52K	﹤0.01%	211

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

Norges Bank Oslo, Norway $1T AUM

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

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

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

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

Viking Global Investors Stamford, Connecticut $35.1B AUM 21.36% 1-Year Est. Return

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

McCarthy Asset Management's UNM Position: Q2 2022 in Review

McCarthy Asset Management sold out of Unum (UNM) in Q2 2022, closing a stake of 170 shares — an estimated $5K sold.

McCarthy Asset Management first reported a position in UNM in Q4 2020 and held it in 6 quarters. The position peaked at $5K in Q1 2022. 486 funds tracked by Wall St. Rank hold UNM as of Q2 2022.

McCarthy Asset Management reported no remaining Unum position as of Q2 2022 after selling out during the quarter.
McCarthy Asset Management sold 170 Unum shares in Q2 2022, an estimated $5K.
McCarthy Asset Management first reported a position in Unum in Q4 2020 and held it in 6 quarters.
McCarthy Asset Management's Unum position peaked at $5K in Q1 2022.
486 funds tracked by Wall St. Rank held Unum as of Q2 2022.

Based on McCarthy Asset Management's 13F filing for Q2 2022, filed 20 Jul 2022.