PWP
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 		$363K 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 $6.73T AUM 46.02% 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 $1T AUM
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
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Viking Global Investors
Viking Global Investors Stamford, Connecticut $35.1B AUM 21.36% 1-Year Est. Return
DSC
Donald Smith & Co New York $5.65B AUM 47.79% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Principle Wealth Partners's UNM Position: Q1 2023 in Review

Principle Wealth Partners sold out of Unum (UNM) in Q1 2023, closing a stake of 8,640 shares — an estimated $354K sold.

Principle Wealth Partners first reported a position in UNM in Q2 2020 and held it in 8 quarters. The position peaked at $363K in Q3 2022. 524 funds tracked by Wall St. Rank hold UNM as of Q1 2023.

  • Principle Wealth Partners reported no remaining Unum position as of Q1 2023 after selling out during the quarter.
  • Principle Wealth Partners sold 8,640 Unum shares in Q1 2023, an estimated $354K.
  • Principle Wealth Partners first reported a position in Unum in Q2 2020 and held it in 8 quarters.
  • Principle Wealth Partners's Unum position peaked at $363K in Q3 2022.
  • 524 funds tracked by Wall St. Rank held Unum as of Q1 2023.

Based on Principle Wealth Partners's 13F filing for Q1 2023, filed 10 May 2023.