NFG
UNM icon

Next Financial Group’s Unum UNM Stock Holding History

Next Financial Group’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
Q4 		$57K Sell
2,319
-8,573
-79% -$219K ﹤0.01% 1419
2021
Q3 		$273K Buy
10,892
+710
+7% +$18.8K 0.02% 706
2021
Q2 		$289K Buy
10,182
+8,710
+592% +$256K 0.02% 697
2021
Q1 		$41K Sell
1,472
-14,230
-91% -$369K ﹤0.01% 1360
2020
Q4 		$360K Sell
15,702
-8,939
-36% -$185K 0.03% 492
2020
Q3 		$414K Buy
+24,641
New +$438K 0.04% 385
2020
Q2 		– Sell
-120
Closed -$2K – 1830
2020
Q1 		$2K Hold
120
– – ﹤0.01% 1959
2019
Q4 		$3K Sell
120
-323
-73% -$9.39K ﹤0.01% 2112
2019
Q3 		$13K Hold
443
– – ﹤0.01% 1620
2019
Q2 		$15K Buy
443
+93
+27% +$3.22K ﹤0.01% 1571
2019
Q1 		$12K Sell
350
-93
-21% -$3.24K ﹤0.01% 1081
2018
Q4 		$13K Buy
443
+34
+8% +$1.19K ﹤0.01% 1268
2018
Q3 		$16K Buy
+409
New +$15.3K 0.01% 865
2017
Q4 		– Sell
-409
Closed -$21K – 1348
2017
Q3 		$21K Sell
409
-300
-42% -$14.6K 0.01% 963
2017
Q2 		$33K Buy
709
+166
+31% +$7.63K 0.01% 915
2017
Q1 		$25K Hold
543
– – 0.01% 966
2016
Q4 		$24K Sell
543
-7
-1% -$280 ﹤0.01% 1297
2016
Q3 		$19K Sell
550
-222
-29% -$7.51K ﹤0.01% 1396
2016
Q2 		$24K Hold
772
– – 0.01% 910
2016
Q1 		$23K Buy
772
+150
+24% +$4.4K 0.01% 888
2015
Q4 		$20K Hold
622
– – 0.01% 922
2015
Q3 		$19K Buy
622
+222
+56% +$7.65K 0.01% 974
2015
Q2 		$14K Hold
400
– – ﹤0.01% 1154
2015
Q1 		$13K Sell
400
-219
-35% -$7.26K ﹤0.01% 1157
2014
Q4 		$22K Hold
619
– – 0.01% 945
2014
Q3 		$21K Buy
+619
New +$21.8K ﹤0.01% 1392

Other funds holding UNM

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
DSC
Donald Smith & Co New York $5.56B AUM 47.13% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

Next Financial Group's UNM Position: Q4 2021 in Review

Next Financial Group reduced its Unum (UNM) stake by 79% in Q4 2021, selling an estimated $219K and leaving 2,319 shares worth $57K. The position accounts for ﹤0.01% of the portfolio, ranked #1419.

Next Financial Group first reported a position in UNM in Q3 2014 and has held it in 26 quarters since. The position peaked at $414K in Q3 2020. 444 funds tracked by Wall St. Rank hold UNM as of Q4 2021.

  • Next Financial Group held 2,319 shares of Unum worth $57K as of Q4 2021.
  • Next Financial Group sold 8,573 Unum shares in Q4 2021, an estimated $219K.
  • Unum made up ﹤0.01% of Next Financial Group's portfolio in Q4 2021, its #1419 holding.
  • Next Financial Group first reported a position in Unum in Q3 2014 and has held it in 26 quarters since.
  • Next Financial Group's Unum position peaked at $414K in Q3 2020.
  • 444 funds tracked by Wall St. Rank held Unum as of Q4 2021.

Based on Next Financial Group's 13F filing for Q4 2021, filed 15 Feb 2022.