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Realta Investment Advisors’s Unum UNM Stock Holding History

Realta Investment 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
2023
Q4 		– Sell
-5,099
Closed -$243K – 770
2023
Q3 		$243K Hold
5,099
– – 0.06% 338
2023
Q2 		$243K Buy
5,099
+14
+0.3% +$611 0.05% 355
2023
Q1 		$201K Buy
5,085
+175
+4% +$7.23K 0.05% 391
2022
Q4 		$201K Sell
4,910
-387
-7% -$16.2K 0.05% 392
2022
Q3 		$206K Buy
+5,297
New +$194K 0.05% 353

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
DSC
Donald Smith & Co New York $5.65B AUM 47.79% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Realta Investment Advisors's UNM Position: Q4 2023 in Review

Realta Investment Advisors sold out of Unum (UNM) in Q4 2023, closing a stake of 5,099 shares — an estimated $243K sold.

Realta Investment Advisors first reported a position in UNM in Q3 2022 and held it in 5 quarters. The position peaked at $243K in Q3 2023. 571 funds tracked by Wall St. Rank hold UNM as of Q4 2023.

  • Realta Investment Advisors reported no remaining Unum position as of Q4 2023 after selling out during the quarter.
  • Realta Investment Advisors sold 5,099 Unum shares in Q4 2023, an estimated $243K.
  • Realta Investment Advisors first reported a position in Unum in Q3 2022 and held it in 5 quarters.
  • Realta Investment Advisors's Unum position peaked at $243K in Q3 2023.
  • 571 funds tracked by Wall St. Rank held Unum as of Q4 2023.

Based on Realta Investment Advisors's 13F filing for Q4 2023, filed 19 Jan 2024.