PSUF
UNM icon

People's United Financial’s Unum UNM Stock Holding History

People's United Financial’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
Q1 		$363K Sell
11,519
-220
-2% -$6.15K 0.01% 506
2021
Q4 		$288K Sell
11,739
-4,920
-30% -$126K 0.01% 587
2021
Q3 		$417K Sell
16,659
-2,500
-13% -$66.2K 0.01% 550
2021
Q2 		$544K Buy
19,159
+3,979
+26% +$117K 0.01% 499
2021
Q1 		$422K Sell
15,180
-28
-0.2% -$727 0.01% 531
2020
Q4 		$349K Sell
15,208
-1,430
-9% -$29.6K 0.01% 534
2020
Q3 		$280K Buy
16,638
+4,225
+34% +$75.1K 0.01% 543
2020
Q2 		$206K Sell
12,413
-865
-7% -$13.7K 0.01% 596
2020
Q1 		$199K Buy
+13,278
New +$319K 0.01% 561
2018
Q4 		– Sell
-5,244
Closed -$205K – 776
2018
Q3 		$205K Sell
5,244
-1,010
-16% -$37.7K 0.01% 715
2018
Q2 		$232K Sell
6,254
-823
-12% -$34.3K 0.01% 738
2018
Q1 		$337K Buy
7,077
+342
+5% +$17.9K 0.01% 597
2017
Q4 		$369K Buy
+6,735
New +$362K 0.01% 577
2017
Q3 		– Sell
-2,100
Closed -$98K – 905
2017
Q2 		$98K Hold
2,100
– – ﹤0.01% 673
2017
Q1 		$98K Hold
2,100
– – ﹤0.01% 656
2016
Q4 		$92K Hold
2,100
– – ﹤0.01% 638
2016
Q3 		$74K Hold
2,100
– – ﹤0.01% 525
2016
Q2 		$67K Hold
2,100
– – ﹤0.01% 530
2016
Q1 		$65K Hold
2,100
– – ﹤0.01% 535
2015
Q4 		$70K Sell
2,100
-2,000
-49% -$69K ﹤0.01% 537
2015
Q3 		$132K Hold
4,100
– – 0.01% 465
2015
Q2 		$147K Hold
4,100
– – 0.01% 464
2015
Q1 		$138K Hold
4,100
– – 0.01% 462
2014
Q4 		$143K Hold
4,100
– – 0.01% 466
2014
Q3 		$141K Sell
4,100
-500
-11% -$17.6K 0.01% 463
2014
Q2 		$160K Hold
4,600
– – 0.01% 459
2014
Q1 		$162K Hold
4,600
– – 0.01% 421
2013
Q4 		$161K Hold
4,600
– – 0.01% 422
2013
Q3 		$140K Hold
4,600
– – 0.01% 424
2013
Q2 		$135K Buy
+4,600
New +$128K 0.01% 405

Other funds holding UNM

BlackRock
BlackRock New York $6.73T AUM 46.02% 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
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
DSC
Donald Smith & Co New York $5.56B AUM 47.13% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

People's United Financial's UNM Position: Q1 2022 in Review

People's United Financial reduced its Unum (UNM) stake by 1.9% in Q1 2022, selling an estimated $6.15K and leaving 11,519 shares worth $363K. The position accounts for 0.01% of the portfolio, ranked #506.

People's United Financial first reported a position in UNM in Q2 2013 and has held it in 30 quarters since. The position peaked at $544K in Q2 2021. 466 funds tracked by Wall St. Rank hold UNM as of Q1 2022.

  • People's United Financial held 11,519 shares of Unum worth $363K as of Q1 2022.
  • People's United Financial sold 220 Unum shares in Q1 2022, an estimated $6.15K.
  • Unum made up 0.01% of People's United Financial's portfolio in Q1 2022, its #506 holding.
  • People's United Financial first reported a position in Unum in Q2 2013 and has held it in 30 quarters since.
  • People's United Financial's Unum position peaked at $544K in Q2 2021.
  • 466 funds tracked by Wall St. Rank held Unum as of Q1 2022.

Based on People's United Financial's 13F filing for Q1 2022, filed 10 May 2022.