MinichMacGregor Wealth Management’s Unum UNM Stock Holding History

MinichMacGregor 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
2023 Q1	–	Sell	-423	Closed	-$17.4K	–	611
2022 Q4	$17.4K	Buy	+423	New	+$17.7K	0.01%	338

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

Norges Bank Oslo, Norway $935B AUM

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

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

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

Viking Global Investors Stamford, Connecticut $35.7B AUM 21.3% 1-Year Est. Return

DSC

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

MinichMacGregor Wealth Management's UNM Position: Q1 2023 in Review

MinichMacGregor Wealth Management sold out of Unum (UNM) in Q1 2023, closing a stake of 423 shares — an estimated $17.4K sold.

MinichMacGregor Wealth Management first reported a position in UNM in Q4 2022 and held it in 1 quarter. The position peaked at $17.4K in Q4 2022. 525 funds tracked by Wall St. Rank hold UNM as of Q1 2023.

MinichMacGregor Wealth Management reported no remaining Unum position as of Q1 2023 after selling out during the quarter.
MinichMacGregor Wealth Management sold 423 Unum shares in Q1 2023, an estimated $17.4K.
MinichMacGregor Wealth Management first reported a position in Unum in Q4 2022 and held it in 1 quarter.
MinichMacGregor Wealth Management's Unum position peaked at $17.4K in Q4 2022.
525 funds tracked by Wall St. Rank held Unum as of Q1 2023.

Based on MinichMacGregor Wealth Management's 13F filing for Q1 2023, filed 19 Apr 2023.