Private Advisory Group’s Unum UNM Stock Holding History

Private Advisory Group’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	-17,704	Closed	-$726K	–	234
2022 Q4	$726K	Sell	17,704 -1,209	-6%	-$50.7K	0.16%	109
2022 Q3	$734K	Sell	18,913 -2,620	-12%	-$95.8K	0.17%	104
2022 Q2	$733K	Buy	+21,533	New	+$729K	0.17%	92

Other funds holding UNM

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Viking Global Investors Stamford, Connecticut $35.1B AUM 21.36% 1-Year Est. Return

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Donald Smith & Co New York $5.65B AUM 47.79% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Private Advisory Group's UNM Position: Q1 2023 in Review

Private Advisory Group sold out of Unum (UNM) in Q1 2023, closing a stake of 17,704 shares — an estimated $726K sold.

Private Advisory Group first reported a position in UNM in Q2 2022 and held it in 3 quarters. The position peaked at $734K in Q3 2022. 524 funds tracked by Wall St. Rank hold UNM as of Q1 2023.

Private Advisory Group reported no remaining Unum position as of Q1 2023 after selling out during the quarter.
Private Advisory Group sold 17,704 Unum shares in Q1 2023, an estimated $726K.
Private Advisory Group first reported a position in Unum in Q2 2022 and held it in 3 quarters.
Private Advisory Group's Unum position peaked at $734K in Q3 2022.
524 funds tracked by Wall St. Rank held Unum as of Q1 2023.

Based on Private Advisory Group's 13F filing for Q1 2023, filed 12 May 2023.