Peterson Financial Group’s Unum UNM Stock Holding History

Peterson 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
2024 Q3	$5.38K	Buy	+91	New	+$4.94K	0.02%	287

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

Peterson Financial Group's UNM Position: Q3 2024 in Review

Peterson Financial Group opened a new position in Unum (UNM) in Q3 2024: 91 shares worth $5.38K. The stake represents 0.02% of the portfolio and ranks #287 among its holdings.

621 funds tracked by Wall St. Rank hold UNM as of Q3 2024.

Peterson Financial Group held 91 shares of Unum worth $5.38K as of Q3 2024.
Unum was a new Peterson Financial Group position in Q3 2024.
Unum made up 0.02% of Peterson Financial Group's portfolio in Q3 2024, its #287 holding.
621 funds tracked by Wall St. Rank held Unum as of Q3 2024.

Based on Peterson Financial Group's 13F filing for Q3 2024, filed 6 Nov 2024.