RJFSA
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Raymond James Financial Services Advisors’s Unum UNM Stock Holding History

Raymond James Financial Services Advisors’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
2024
Q3 		$3.45M Sell
58,015
-7,516
-11% -$408K ﹤0.01% 1437
2024
Q2 		$3.35M Sell
65,531
-1,970
-3% -$102K ﹤0.01% 1381
2024
Q1 		$3.62M Sell
67,501
-934
-1% -$45.5K 0.01% 1325
2023
Q4 		$3.09M Buy
68,435
+6,255
+10% +$285K 0.01% 1334
2023
Q3 		$3.06M Buy
62,180
+7,749
+14% +$379K 0.01% 1266
2023
Q2 		$2.6M Sell
54,431
-13,164
-19% -$574K ﹤0.01% 1376
2023
Q1 		$2.67M Sell
67,595
-45,868
-40% -$1.89M 0.01% 1321
2022
Q4 		$4.66M Buy
113,463
+12,941
+13% +$542K 0.01% 991
2022
Q3 		$3.9M Buy
100,522
+36,280
+56% +$1.33M 0.01% 1045
2022
Q2 		$2.19M Buy
64,242
+2,938
+5% +$99.4K ﹤0.01% 1389
2022
Q1 		$1.93M Buy
61,304
+2,370
+4% +$66.2K ﹤0.01% 1512
2021
Q4 		$1.45M Sell
58,934
-1,106
-2% -$28.3K ﹤0.01% 1739
2021
Q3 		$1.5M Sell
60,040
-28,765
-32% -$761K ﹤0.01% 1669
2021
Q2 		$2.52M Buy
88,805
+10,876
+14% +$320K 0.01% 1345
2021
Q1 		$2.17M Buy
77,929
+2,563
+3% +$66.5K ﹤0.01% 1363
2020
Q4 		$1.73M Buy
75,366
+57,512
+322% +$1.19M ﹤0.01% 1376
2020
Q3 		$300K Sell
17,854
-2,565
-13% -$45.6K ﹤0.01% 2285
2020
Q2 		$339K Sell
20,419
-1,889
-8% -$29.8K ﹤0.01% 2162
2020
Q1 		$335K Buy
22,308
+10,107
+83% +$243K ﹤0.01% 1792
2019
Q4 		$356K Sell
12,201
-317
-3% -$9.22K ﹤0.01% 2210
2019
Q3 		$372K Buy
12,518
+1,270
+11% +$37.7K ﹤0.01% 2098
2019
Q2 		$377K Buy
11,248
+2,009
+22% +$69.6K ﹤0.01% 2110
2019
Q1 		$313K Hold
9,239
– – ﹤0.01% 2211
2018
Q4 		$271K Buy
9,239
+1,250
+16% +$43.7K ﹤0.01% 2063
2018
Q3 		$312K Sell
7,989
-132
-2% -$4.92K ﹤0.01% 2251
2018
Q2 		$300K Buy
8,121
+681
+9% +$28.4K ﹤0.01% 2231
2018
Q1 		$354K Sell
7,440
-5,396
-42% -$282K ﹤0.01% 1942
2017
Q4 		$705K Sell
12,836
-11,027
-46% -$592K ﹤0.01% 1506
2017
Q3 		$1.22M Buy
23,863
+1,497
+7% +$73K 0.01% 1178
2017
Q2 		$1.04M Buy
22,366
+12,195
+120% +$561K 0.01% 1248
2017
Q1 		$477K Buy
10,171
+1,081
+12% +$50.6K ﹤0.01% 1607
2016
Q4 		$399K Sell
9,090
-9,846
-52% -$394K ﹤0.01% 1653
2016
Q3 		$669K Buy
18,936
+10,506
+125% +$355K 0.01% 1334
2016
Q2 		$268K Sell
8,430
-25,185
-75% -$852K ﹤0.01% 1786
2016
Q1 		$1.04M Buy
+33,615
New +$986K 0.01% 878

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 $935B AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

Raymond James Financial Services Advisors's UNM Position: Q3 2024 in Review

Raymond James Financial Services Advisors reduced its Unum (UNM) stake by 11% in Q3 2024, selling an estimated $408K and leaving 58,015 shares worth $3.45M. The position accounts for ﹤0.01% of the portfolio, ranked #1437.

Raymond James Financial Services Advisors first reported a position in UNM in Q1 2016 and has held it in 35 quarters since. The position peaked at $4.66M in Q4 2022. 621 funds tracked by Wall St. Rank hold UNM as of Q3 2024.

  • Raymond James Financial Services Advisors held 58,015 shares of Unum worth $3.45M as of Q3 2024.
  • Raymond James Financial Services Advisors sold 7,516 Unum shares in Q3 2024, an estimated $408K.
  • Unum made up ﹤0.01% of Raymond James Financial Services Advisors's portfolio in Q3 2024, its #1437 holding.
  • Raymond James Financial Services Advisors first reported a position in Unum in Q1 2016 and has held it in 35 quarters since.
  • Raymond James Financial Services Advisors's Unum position peaked at $4.66M in Q4 2022.
  • 621 funds tracked by Wall St. Rank held Unum as of Q3 2024.

Based on Raymond James Financial Services Advisors's 13F filing for Q3 2024, filed 18 Oct 2024.