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MorganRosel Wealth Management’s Unum UNM Stock Holding History

MorganRosel 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
2024
Q1 		– Sell
-20,557
Closed -$930K – 112
2023
Q4 		$930K Sell
20,557
-771
-4% -$35.1K 0.36% 50
2023
Q3 		$1.05M Buy
21,328
+4,051
+23% +$198K 0.44% 36
2023
Q2 		$824K Sell
17,277
-9,704
-36% -$423K 0.34% 56
2023
Q1 		$1.07M Sell
26,981
-2,387
-8% -$98.6K 0.46% 38
2022
Q4 		$1.2M Sell
29,368
-971
-3% -$40.7K 0.55% 32
2022
Q3 		$1.18M Buy
+30,339
New +$1.11M 0.59% 27

Other funds holding UNM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
DSC
Donald Smith & Co New York $5.65B AUM 47.79% 1-Year Est. Return

MorganRosel Wealth Management's UNM Position: Q1 2024 in Review

MorganRosel Wealth Management sold out of Unum (UNM) in Q1 2024, closing a stake of 20,557 shares — an estimated $930K sold.

MorganRosel Wealth Management first reported a position in UNM in Q3 2022 and held it in 6 quarters. The position peaked at $1.2M in Q4 2022. 580 funds tracked by Wall St. Rank hold UNM as of Q1 2024.

  • MorganRosel Wealth Management reported no remaining Unum position as of Q1 2024 after selling out during the quarter.
  • MorganRosel Wealth Management sold 20,557 Unum shares in Q1 2024, an estimated $930K.
  • MorganRosel Wealth Management first reported a position in Unum in Q3 2022 and held it in 6 quarters.
  • MorganRosel Wealth Management's Unum position peaked at $1.2M in Q4 2022.
  • 580 funds tracked by Wall St. Rank held Unum as of Q1 2024.

Based on MorganRosel Wealth Management's 13F filing for Q1 2024, filed 18 Apr 2024.