Private Capital Group’s Unum UNM Stock Holding History

Private Capital 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
2022 Q2	$6K	Sell	173 -69	-29%	-$2.33K	﹤0.01%	1205
2022 Q1	$8K	Hold	242	–	–	﹤0.01%	1363
2021 Q4	$6K	Hold	242	–	–	﹤0.01%	1506
2021 Q3	$6K	Hold	242	–	–	﹤0.01%	1534
2021 Q2	$7K	Hold	242	–	–	﹤0.01%	1483
2021 Q1	$7K	Hold	242	–	–	﹤0.01%	1425
2020 Q4	$6K	Hold	242	–	–	﹤0.01%	1535
2020 Q3	$4K	Buy	242 +183	+310%	+$3.25K	﹤0.01%	1575
2020 Q2	$1K	Hold	59	–	–	﹤0.01%	1893
2020 Q1	$1K	Sell	59 -37	-39%	-$890	﹤0.01%	1877
2019 Q4	$2K	Sell	96 -824	-90%	-$24K	﹤0.01%	1733
2019 Q3	$27K	Buy	920 +742	+417%	+$22K	﹤0.01%	1056
2019 Q2	$7K	Sell	178 -984	-85%	-$34.1K	﹤0.01%	1542
2019 Q1	$39K	Buy	1,162 +767	+194%	+$26.7K	0.01%	900
2018 Q4	$12K	Buy	395 +201	+104%	+$7.04K	﹤0.01%	1319
2018 Q3	$7K	Buy	194 +16	+9%	+$597	﹤0.01%	1598
2018 Q2	$6K	Buy	178 +32	+22%	+$1.33K	﹤0.01%	1617
2018 Q1	$7K	Buy	146 +136	+1,360%	+$7.11K	﹤0.01%	1511
2017 Q4	$11	Buy	+10	New	+$537	﹤0.01%	1329

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

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

Norges Bank Oslo, Norway $1T AUM

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

DSC

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

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

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

Private Capital Group's UNM Position: Q2 2022 in Review

Private Capital Group reduced its Unum (UNM) stake by 29% in Q2 2022, selling an estimated $2.33K and leaving 173 shares worth $6K. The position accounts for ﹤0.01% of the portfolio, ranked #1205.

Private Capital Group first reported a position in UNM in Q4 2017 and has held it in 19 quarters since. The position peaked at $39K in Q1 2019. 486 funds tracked by Wall St. Rank hold UNM as of Q2 2022.

Private Capital Group held 173 shares of Unum worth $6K as of Q2 2022.
Private Capital Group sold 69 Unum shares in Q2 2022, an estimated $2.33K.
Unum made up ﹤0.01% of Private Capital Group's portfolio in Q2 2022, its #1205 holding.
Private Capital Group first reported a position in Unum in Q4 2017 and has held it in 19 quarters since.
Private Capital Group's Unum position peaked at $39K in Q1 2019.
486 funds tracked by Wall St. Rank held Unum as of Q2 2022.

Based on Private Capital Group's 13F filing for Q2 2022, filed 28 Jul 2022.