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MPS Loria Financial Planners’s Unum UNM Stock Holding History

MPS Loria Financial Planners’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
-705
Closed -$19K – 536
2021
Q1 		$19K Hold
705
– – 0.01% 245
2020
Q4 		$16K Buy
705
+29
+4% +$600 0.01% 257
2020
Q3 		$11K Hold
676
– – 0.01% 232
2020
Q2 		$11K Buy
+676
New +$10.7K 0.01% 247
2017
Q3 		– Sell
-676
Closed -$34K – 316
2017
Q2 		$34K Buy
+676
New +$31.1K 0.02% 186

Other funds holding UNM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Invesco
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
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

MPS Loria Financial Planners's UNM Position: Q2 2021 in Review

MPS Loria Financial Planners sold out of Unum (UNM) in Q2 2021, closing a stake of 705 shares — an estimated $19K sold.

MPS Loria Financial Planners first reported a position in UNM in Q2 2017 and held it in 5 quarters. The position peaked at $34K in Q2 2017. 450 funds tracked by Wall St. Rank hold UNM as of Q2 2021.

  • MPS Loria Financial Planners reported no remaining Unum position as of Q2 2021 after selling out during the quarter.
  • MPS Loria Financial Planners sold 705 Unum shares in Q2 2021, an estimated $19K.
  • MPS Loria Financial Planners first reported a position in Unum in Q2 2017 and held it in 5 quarters.
  • MPS Loria Financial Planners's Unum position peaked at $34K in Q2 2017.
  • 450 funds tracked by Wall St. Rank held Unum as of Q2 2021.

Based on MPS Loria Financial Planners's 13F filing for Q2 2021, filed 20 Jul 2021.