Planning Capital Management Corporation’s Unum UNM Stock Holding History

Planning Capital Management Corporation’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	–	Sell	-53	Closed	-$2.71K	–	908
2024 Q2	$2.71K	Hold	53	–	–	﹤0.01%	511
2024 Q1	$2.84K	Hold	53	–	–	﹤0.01%	534
2023 Q4	$2.4K	Buy	+53	New	+$2.41K	﹤0.01%	549

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

Planning Capital Management Corporation's UNM Position: Q3 2024 in Review

Planning Capital Management Corporation sold out of Unum (UNM) in Q3 2024, closing a stake of 53 shares — an estimated $2.71K sold.

Planning Capital Management Corporation first reported a position in UNM in Q4 2023 and held it in 3 quarters. The position peaked at $2.84K in Q1 2024. 621 funds tracked by Wall St. Rank hold UNM as of Q3 2024.

Planning Capital Management Corporation reported no remaining Unum position as of Q3 2024 after selling out during the quarter.
Planning Capital Management Corporation sold 53 Unum shares in Q3 2024, an estimated $2.71K.
Planning Capital Management Corporation first reported a position in Unum in Q4 2023 and held it in 3 quarters.
Planning Capital Management Corporation's Unum position peaked at $2.84K in Q1 2024.
621 funds tracked by Wall St. Rank held Unum as of Q3 2024.

Based on Planning Capital Management Corporation's 13F filing for Q3 2024, filed 6 Nov 2024.