Richard W. Paul & Associates’s Unum UNM Stock Holding History

Richard W. Paul & Associates’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 Q2	–	Sell	-310	Closed	-$16.6K	–	529
2024 Q1	$16.6K	Hold	310	–	–	0.01%	280
2023 Q4	$14K	Buy	+310	New	+$14.1K	0.01%	281

Other funds holding UNM

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

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

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

Norges Bank Oslo, Norway $935B AUM

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

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

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

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

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

Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

Richard W. Paul & Associates's UNM Position: Q2 2024 in Review

Richard W. Paul & Associates sold out of Unum (UNM) in Q2 2024, closing a stake of 310 shares — an estimated $16.6K sold.

Richard W. Paul & Associates first reported a position in UNM in Q4 2023 and held it in 2 quarters. The position peaked at $16.6K in Q1 2024. 577 funds tracked by Wall St. Rank hold UNM as of Q2 2024.

Richard W. Paul & Associates reported no remaining Unum position as of Q2 2024 after selling out during the quarter.
Richard W. Paul & Associates sold 310 Unum shares in Q2 2024, an estimated $16.6K.
Richard W. Paul & Associates first reported a position in Unum in Q4 2023 and held it in 2 quarters.
Richard W. Paul & Associates's Unum position peaked at $16.6K in Q1 2024.
577 funds tracked by Wall St. Rank held Unum as of Q2 2024.

Based on Richard W. Paul & Associates's 13F filing for Q2 2024, filed 23 Jul 2024.