Retirement Group’s Unum UNM Stock Holding History

Retirement Group’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 Q1	$483	Sell	9 -1	-10%	-$49	﹤0.01%	759
2023 Q4	$452	Hold	10	–	–	﹤0.01%	755
2023 Q3	$492	Hold	10	–	–	﹤0.01%	682
2023 Q2	$477	Buy	+10	New	+$436	﹤0.01%	721
2022 Q3	–	Sell	-1,000	Closed	-$24K	–	792
2022 Q2	$24K	Hold	1,000	–	–	0.01%	294
2022 Q1	$27K	Hold	1,000	–	–	0.01%	292
2021 Q4	$26K	Hold	1,000	–	–	0.01%	300
2021 Q3	$27K	Hold	1,000	–	–	0.01%	281
2021 Q2	$27K	Hold	1,000	–	–	0.01%	292
2021 Q1	$27K	Buy	+1,000	New	+$26K	0.01%	341
2020 Q3	–	Sell	-1,000	Closed	-$25K	–	721
2020 Q2	$25K	Buy	+1,000	New	+$15.8K	0.02%	298
2019 Q4	$27K	Buy	+1,000	New	+$29.1K	0.02%	295

Other funds holding UNM

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

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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

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

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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

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Donald Smith & Co New York $5.65B AUM 47.79% 1-Year Est. Return

Retirement Group's UNM Position: Q1 2024 in Review

Retirement Group reduced its Unum (UNM) stake by 10% in Q1 2024, selling an estimated $49 and leaving 9 shares worth $483. The position accounts for ﹤0.01% of the portfolio, ranked #759.

Retirement Group first reported a position in UNM in Q4 2019 and has held it in 12 quarters since. The position peaked at $27K in Q1 2022. 579 funds tracked by Wall St. Rank hold UNM as of Q1 2024.

Retirement Group held 9 shares of Unum worth $483 as of Q1 2024.
Retirement Group sold 1 Unum share in Q1 2024, an estimated $49.
Unum made up ﹤0.01% of Retirement Group's portfolio in Q1 2024, its #759 holding.
Retirement Group first reported a position in Unum in Q4 2019 and has held it in 12 quarters since.
Retirement Group's Unum position peaked at $27K in Q1 2022.
579 funds tracked by Wall St. Rank held Unum as of Q1 2024.

Based on Retirement Group's 13F filing for Q1 2024, filed 30 Apr 2024.