Northwest Investment Counselors’s Unum UNM Stock Holding History

Northwest Investment Counselors’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 Q3	$3.28K	Buy	+55	New	+$2.99K	﹤0.01%	530
2024 Q2	–	Sell	-55	Closed	-$2.96K	–	477
2024 Q1	$2.96K	Buy	+55	New	+$2.68K	﹤0.01%	468
2023 Q4	–	Sell	-95	Closed	-$4.68K	–	509
2023 Q3	$4.68K	Sell	95 -33	-26%	-$1.61K	﹤0.01%	447
2023 Q2	$6.12K	Buy	128 +73	+133%	+$3.19K	﹤0.01%	432
2023 Q1	$2.19K	Buy	+55	New	+$2.27K	﹤0.01%	508

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

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

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

Northwest Investment Counselors's UNM Position: Q3 2024 in Review

Northwest Investment Counselors opened a new position in Unum (UNM) in Q3 2024: 55 shares worth $3.28K. The stake represents ﹤0.01% of the portfolio and ranks #530 among its holdings. This is a return to the name: Northwest Investment Counselors previously reported a position in UNM as recently as Q1 2024.

Northwest Investment Counselors first reported a position in UNM in Q1 2023 and has held it in 5 quarters since. The position peaked at $6.12K in Q2 2023. 621 funds tracked by Wall St. Rank hold UNM as of Q3 2024.

Northwest Investment Counselors held 55 shares of Unum worth $3.28K as of Q3 2024.
Unum was a new Northwest Investment Counselors position in Q3 2024.
Unum made up ﹤0.01% of Northwest Investment Counselors's portfolio in Q3 2024, its #530 holding.
Northwest Investment Counselors first reported a position in Unum in Q1 2023 and has held it in 5 quarters since.
Northwest Investment Counselors's Unum position peaked at $6.12K in Q2 2023.
621 funds tracked by Wall St. Rank held Unum as of Q3 2024.

Based on Northwest Investment Counselors's 13F filing for Q3 2024, filed 21 Oct 2024.