My Personal CFO LLC’s Unum UNM Stock Holding History

My Personal CFO LLC’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	-31	Closed	-$1.27K	–	779
2022 Q4	$1.27K	Buy	+31	New	+$1.3K	﹤0.01%	599

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

My Personal CFO LLC's UNM Position: Q1 2023 in Review

My Personal CFO LLC sold out of Unum (UNM) in Q1 2023, closing a stake of 31 shares — an estimated $1.27K sold.

My Personal CFO LLC first reported a position in UNM in Q4 2022 and held it in 1 quarter. The position peaked at $1.27K in Q4 2022. 525 funds tracked by Wall St. Rank hold UNM as of Q1 2023.

My Personal CFO LLC reported no remaining Unum position as of Q1 2023 after selling out during the quarter.
My Personal CFO LLC sold 31 Unum shares in Q1 2023, an estimated $1.27K.
My Personal CFO LLC first reported a position in Unum in Q4 2022 and held it in 1 quarter.
My Personal CFO LLC's Unum position peaked at $1.27K in Q4 2022.
525 funds tracked by Wall St. Rank held Unum as of Q1 2023.

Based on My Personal CFO LLC's 13F filing for Q1 2023, filed 21 Apr 2023.