Optimum Investment Advisors’s Unum UNM Stock Holding History

Optimum Investment Advisors’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
2022 Q3	–	Sell	-140	Closed	-$5K	–	887
2022 Q2	$5K	Buy	+140	New	+$4.74K	﹤0.01%	695

Other funds holding UNM

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Viking Global Investors Stamford, Connecticut $35.1B AUM 21.36% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

DSC

Donald Smith & Co New York $5.65B AUM 47.79% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Optimum Investment Advisors's UNM Position: Q3 2022 in Review

Optimum Investment Advisors sold out of Unum (UNM) in Q3 2022, closing a stake of 140 shares — an estimated $5K sold.

Optimum Investment Advisors first reported a position in UNM in Q2 2022 and held it in 1 quarter. The position peaked at $5K in Q2 2022. 492 funds tracked by Wall St. Rank hold UNM as of Q3 2022.

Optimum Investment Advisors reported no remaining Unum position as of Q3 2022 after selling out during the quarter.
Optimum Investment Advisors sold 140 Unum shares in Q3 2022, an estimated $5K.
Optimum Investment Advisors first reported a position in Unum in Q2 2022 and held it in 1 quarter.
Optimum Investment Advisors's Unum position peaked at $5K in Q2 2022.
492 funds tracked by Wall St. Rank held Unum as of Q3 2022.

Based on Optimum Investment Advisors's 13F filing for Q3 2022, filed 24 Oct 2022.