Reilly Financial Advisors’s Unum UNM Stock Holding History

Reilly Financial 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
2021 Q4	$74K	Buy	+3,000	New	+$76.8K	0.01%	337

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

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

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

Norges Bank Oslo, Norway $1T AUM

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

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

Reilly Financial Advisors's UNM Position: Q4 2021 in Review

Reilly Financial Advisors opened a new position in Unum (UNM) in Q4 2021: 3,000 shares worth $74K. The stake represents 0.01% of the portfolio and ranks #337 among its holdings.

444 funds tracked by Wall St. Rank hold UNM as of Q4 2021.

Reilly Financial Advisors held 3,000 shares of Unum worth $74K as of Q4 2021.
Unum was a new Reilly Financial Advisors position in Q4 2021.
Unum made up 0.01% of Reilly Financial Advisors's portfolio in Q4 2021, its #337 holding.
444 funds tracked by Wall St. Rank held Unum as of Q4 2021.

Based on Reilly Financial Advisors's 13F filing for Q4 2021, filed 25 Jan 2022.