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Rockland Trust’s Unum UNM Stock Holding History

Rockland Trust’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
2022
Q2 		– Sell
-25,685
Closed -$809K – 335
2022
Q1 		$809K Buy
25,685
+12,146
+90% +$339K 0.05% 159
2021
Q4 		$333K Sell
13,539
-2,231
-14% -$57.1K 0.02% 247
2021
Q3 		$395K Buy
15,770
+574
+4% +$15.2K 0.03% 217
2021
Q2 		$432K Buy
15,196
+7,548
+99% +$222K 0.03% 203
2021
Q1 		$213K Buy
+7,648
New +$198K 0.02% 259

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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
DSC
Donald Smith & Co New York $5.65B AUM 47.79% 1-Year Est. Return
Viking Global Investors
Viking Global Investors Stamford, Connecticut $35.1B AUM 21.36% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Rockland Trust's UNM Position: Q2 2022 in Review

Rockland Trust sold out of Unum (UNM) in Q2 2022, closing a stake of 25,685 shares — an estimated $809K sold.

Rockland Trust first reported a position in UNM in Q1 2021 and held it in 5 quarters. The position peaked at $809K in Q1 2022. 486 funds tracked by Wall St. Rank hold UNM as of Q2 2022.

  • Rockland Trust reported no remaining Unum position as of Q2 2022 after selling out during the quarter.
  • Rockland Trust sold 25,685 Unum shares in Q2 2022, an estimated $809K.
  • Rockland Trust first reported a position in Unum in Q1 2021 and held it in 5 quarters.
  • Rockland Trust's Unum position peaked at $809K in Q1 2022.
  • 486 funds tracked by Wall St. Rank held Unum as of Q2 2022.

Based on Rockland Trust's 13F filing for Q2 2022, filed 13 Jul 2022.