Raymond James Trust’s Unum UNM Stock Holding History

Raymond James Trust’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 Q4	–	Sell	-5,008	Closed	-$246K	–	1249
2023 Q3	$246K	Sell	5,008 -203	-4%	-$9.92K	0.01%	980
2023 Q2	$249K	Buy	+5,211	New	+$227K	0.01%	992
2013 Q3	–	Sell	-9,124	Closed	-$268K	–	577
2013 Q2	$268K	Buy	+9,124	New	+$254K	0.04%	362

Other funds holding UNM

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

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Donald Smith & Co New York $5.56B AUM 47.13% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

Raymond James Trust's UNM Position: Q4 2023 in Review

Raymond James Trust sold out of Unum (UNM) in Q4 2023, closing a stake of 5,008 shares — an estimated $246K sold.

Raymond James Trust first reported a position in UNM in Q2 2013 and held it in 3 quarters. The position peaked at $268K in Q2 2013. 571 funds tracked by Wall St. Rank hold UNM as of Q4 2023.

Raymond James Trust reported no remaining Unum position as of Q4 2023 after selling out during the quarter.
Raymond James Trust sold 5,008 Unum shares in Q4 2023, an estimated $246K.
Raymond James Trust first reported a position in Unum in Q2 2013 and held it in 3 quarters.
Raymond James Trust's Unum position peaked at $268K in Q2 2013.
571 funds tracked by Wall St. Rank held Unum as of Q4 2023.

Based on Raymond James Trust's 13F filing for Q4 2023, filed 10 Jan 2024.