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RFP Financial Group’s Unum UNM Stock Holding History

RFP Financial 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
Q3 		– Sell
-24
Closed -$1.23K – 757
2024
Q2 		$1.23K Hold
24
– – ﹤0.01% 782
2024
Q1 		$1.29K Hold
24
– – ﹤0.01% 740
2023
Q4 		$1.08K Hold
24
– – ﹤0.01% 770
2023
Q3 		$1.18K Hold
24
– – ﹤0.01% 751
2023
Q2 		$1.15K Hold
24
– – ﹤0.01% 798
2023
Q1 		$949 Hold
24
– – ﹤0.01% 638
2022
Q4 		$985 Buy
+24
New +$1.01K ﹤0.01% 777

Other funds holding UNM

BlackRock
BlackRock New York $5.72T AUM 30.48% 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 $2.9T AUM 29.55% 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

RFP Financial Group's UNM Position: Q3 2024 in Review

RFP Financial Group sold out of Unum (UNM) in Q3 2024, closing a stake of 24 shares — an estimated $1.23K sold.

RFP Financial Group first reported a position in UNM in Q4 2022 and held it in 7 quarters. The position peaked at $1.29K in Q1 2024. 621 funds tracked by Wall St. Rank hold UNM as of Q3 2024.

  • RFP Financial Group reported no remaining Unum position as of Q3 2024 after selling out during the quarter.
  • RFP Financial Group sold 24 Unum shares in Q3 2024, an estimated $1.23K.
  • RFP Financial Group first reported a position in Unum in Q4 2022 and held it in 7 quarters.
  • RFP Financial Group's Unum position peaked at $1.29K in Q1 2024.
  • 621 funds tracked by Wall St. Rank held Unum as of Q3 2024.

Based on RFP Financial Group's 13F filing for Q3 2024, filed 21 Oct 2024.