PRW Wealth Management’s Unum UNM Stock Holding History

PRW Wealth 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 Q3	–	Sell	-8,785	Closed	-$250K	–	272
2021 Q2	$250K	Buy	+8,785	New	+$258K	0.07%	231

Other funds holding UNM

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

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

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

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 Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

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

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

PRW Wealth Management's UNM Position: Q3 2021 in Review

PRW Wealth Management sold out of Unum (UNM) in Q3 2021, closing a stake of 8,785 shares — an estimated $250K sold.

PRW Wealth Management first reported a position in UNM in Q2 2021 and held it in 1 quarter. The position peaked at $250K in Q2 2021. 458 funds tracked by Wall St. Rank hold UNM as of Q3 2021.

PRW Wealth Management reported no remaining Unum position as of Q3 2021 after selling out during the quarter.
PRW Wealth Management sold 8,785 Unum shares in Q3 2021, an estimated $250K.
PRW Wealth Management first reported a position in Unum in Q2 2021 and held it in 1 quarter.
PRW Wealth Management's Unum position peaked at $250K in Q2 2021.
458 funds tracked by Wall St. Rank held Unum as of Q3 2021.

Based on PRW Wealth Management's 13F filing for Q3 2021, filed 4 Nov 2021.