PWA
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Pinnacle Wealth Advisors’s Unum UNM Stock Holding History

Pinnacle Wealth 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
2021
Q2 		$244K Buy
+8,595
New +$253K 0.01% 335

Other funds holding UNM

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
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
DSC
Donald Smith & Co New York $5.56B AUM 47.13% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Pinnacle Wealth Advisors's UNM Position: Q2 2021 in Review

Pinnacle Wealth Advisors opened a new position in Unum (UNM) in Q2 2021: 8,595 shares worth $244K. The stake represents 0.01% of the portfolio and ranks #335 among its holdings.

451 funds tracked by Wall St. Rank hold UNM as of Q2 2021.

  • Pinnacle Wealth Advisors held 8,595 shares of Unum worth $244K as of Q2 2021.
  • Unum was a new Pinnacle Wealth Advisors position in Q2 2021.
  • Unum made up 0.01% of Pinnacle Wealth Advisors's portfolio in Q2 2021, its #335 holding.
  • 451 funds tracked by Wall St. Rank held Unum as of Q2 2021.

Based on Pinnacle Wealth Advisors's 13F filing for Q2 2021, filed 21 Jul 2021.