Meridian Wealth Partners’s Unum UNM Stock Holding History

Meridian Wealth Partners’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 Q2	–	Sell	-571	Closed	-$16K	–	1202
2021 Q1	$16K	Buy	+571	New	+$14.8K	﹤0.01%	341

Other funds holding UNM

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

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

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

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

Invesco Atlanta, Georgia $1.26T AUM 61.52% 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

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

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Meridian Wealth Partners's UNM Position: Q2 2021 in Review

Meridian Wealth Partners sold out of Unum (UNM) in Q2 2021, closing a stake of 571 shares — an estimated $16K sold.

Meridian Wealth Partners first reported a position in UNM in Q1 2021 and held it in 1 quarter. The position peaked at $16K in Q1 2021. 450 funds tracked by Wall St. Rank hold UNM as of Q2 2021.

Meridian Wealth Partners reported no remaining Unum position as of Q2 2021 after selling out during the quarter.
Meridian Wealth Partners sold 571 Unum shares in Q2 2021, an estimated $16K.
Meridian Wealth Partners first reported a position in Unum in Q1 2021 and held it in 1 quarter.
Meridian Wealth Partners's Unum position peaked at $16K in Q1 2021.
450 funds tracked by Wall St. Rank held Unum as of Q2 2021.

Based on Meridian Wealth Partners's 13F filing for Q2 2021, filed 12 Aug 2021.