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Princeton Global Asset Management’s Unum UNM Stock Holding History

Princeton Global Asset Management’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
Q4 		– Sell
-150
Closed -$4K – 544
2021
Q3 		$4K Hold
150
– – ﹤0.01% 459
2021
Q2 		$4K Sell
150
-150
-50% -$4.41K ﹤0.01% 481
2021
Q1 		$8K Hold
300
– – ﹤0.01% 403
2020
Q4 		$7K Buy
+300
New +$6.2K ﹤0.01% 418

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 $2.3T AUM 54.33% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
DSC
Donald Smith & Co New York $5.65B AUM 47.79% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

Princeton Global Asset Management's UNM Position: Q4 2021 in Review

Princeton Global Asset Management sold out of Unum (UNM) in Q4 2021, closing a stake of 150 shares — an estimated $4K sold.

Princeton Global Asset Management first reported a position in UNM in Q4 2020 and held it in 4 quarters. The position peaked at $8K in Q1 2021. 444 funds tracked by Wall St. Rank hold UNM as of Q4 2021.

  • Princeton Global Asset Management reported no remaining Unum position as of Q4 2021 after selling out during the quarter.
  • Princeton Global Asset Management sold 150 Unum shares in Q4 2021, an estimated $4K.
  • Princeton Global Asset Management first reported a position in Unum in Q4 2020 and held it in 4 quarters.
  • Princeton Global Asset Management's Unum position peaked at $8K in Q1 2021.
  • 444 funds tracked by Wall St. Rank held Unum as of Q4 2021.

Based on Princeton Global Asset Management's 13F filing for Q4 2021, filed 2 Feb 2022.