Pictet Asset Management (Switzerland)’s Unum UNM Stock Holding History

Pictet Asset Management (Switzerland)’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
2023 Q2	$1.1M	Sell	22,996 -1,237	-5%	-$54K	﹤0.01%	973
2023 Q1	$959K	Sell	24,233 -91	-0.4%	-$3.76K	﹤0.01%	1007
2022 Q4	$998K	Buy	24,324 +9,738	+67%	+$408K	﹤0.01%	1016
2022 Q3	$566K	Buy	14,586 +1,286	+10%	+$47K	﹤0.01%	1076
2022 Q2	$452K	Hold	13,300	–	–	﹤0.01%	1139
2022 Q1	$419K	Hold	13,300	–	–	﹤0.01%	1218
2021 Q4	$327K	Hold	13,300	–	–	﹤0.01%	1361
2021 Q3	$333K	Buy	+13,300	New	+$352K	﹤0.01%	1356

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Viking Global Investors Stamford, Connecticut $35.7B AUM 21.3% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

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

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Donald Smith & Co New York $5.56B AUM 47.13% 1-Year Est. Return

Pictet Asset Management (Switzerland)'s UNM Position: Q2 2023 in Review

Pictet Asset Management (Switzerland) reduced its Unum (UNM) stake by 5.1% in Q2 2023, selling an estimated $54K and leaving 22,996 shares worth $1.1M. The position accounts for ﹤0.01% of the portfolio, ranked #973.

Pictet Asset Management (Switzerland) first reported a position in UNM in Q3 2021 and has held it in 8 quarters since. 556 funds tracked by Wall St. Rank hold UNM as of Q2 2023.

Pictet Asset Management (Switzerland) held 22,996 shares of Unum worth $1.1M as of Q2 2023.
Pictet Asset Management (Switzerland) sold 1,237 Unum shares in Q2 2023, an estimated $54K.
Unum made up ﹤0.01% of Pictet Asset Management (Switzerland)'s portfolio in Q2 2023, its #973 holding.
Pictet Asset Management (Switzerland) first reported a position in Unum in Q3 2021 and has held it in 8 quarters since.
556 funds tracked by Wall St. Rank held Unum as of Q2 2023.

Based on Pictet Asset Management (Switzerland)'s 13F filing for Q2 2023, filed 10 Aug 2023.