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UNM icon

Principle Wealth Partners’s Unum UNM Stock Holding History

Principle Wealth Partners’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
Q1 		– Sell
-8,640
Closed -$354K – 325
2022
Q4 		$354K Sell
8,640
-715
-8% -$30K 0.04% 232
2022
Q3 		$363 Hold
9,355
– – 0.03% 211
2022
Q2 		$318K Hold
9,355
– – 0.04% 237
2022
Q1 		$295K Hold
9,355
– – 0.03% 261
2021
Q4 		$230K Hold
9,355
– – 0.02% 294
2021
Q3 		$234K Hold
9,355
– – 0.03% 287
2021
Q2 		$266K Buy
+9,355
New +$275K 0.03% 273
2020
Q3 		– Sell
-6,620
Closed -$110K – 407
2020
Q2 		$110K Buy
+6,620
New +$104K 0.03% 199

Other funds holding UNM

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Viking Global Investors
Viking Global Investors Stamford, Connecticut $35.7B AUM 21.3% 1-Year Est. Return
DSC
Donald Smith & Co New York $5.56B AUM 47.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return