Money Concepts Capital’s Unum UNM Stock Holding History

Money Concepts Capital’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	-427	Closed	-$17.5K	–	2752
2022 Q4	$17.5K	Buy	+427	New	+$17.9K	﹤0.01%	1740
2022 Q2	–	Sell	-312	Closed	-$10K	–	2560
2022 Q1	$10K	Buy	+312	New	+$8.72K	﹤0.01%	1955

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

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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

Money Concepts Capital's UNM Position: Q1 2023 in Review

Money Concepts Capital sold out of Unum (UNM) in Q1 2023, closing a stake of 427 shares — an estimated $17.5K sold.

Money Concepts Capital first reported a position in UNM in Q1 2022 and held it in 2 quarters. The position peaked at $17.5K in Q4 2022. 525 funds tracked by Wall St. Rank hold UNM as of Q1 2023.

Money Concepts Capital reported no remaining Unum position as of Q1 2023 after selling out during the quarter.
Money Concepts Capital sold 427 Unum shares in Q1 2023, an estimated $17.5K.
Money Concepts Capital first reported a position in Unum in Q1 2022 and held it in 2 quarters.
Money Concepts Capital's Unum position peaked at $17.5K in Q4 2022.
525 funds tracked by Wall St. Rank held Unum as of Q1 2023.

Based on Money Concepts Capital's 13F filing for Q1 2023, filed 1 May 2023.