SWM
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SeaCrest Wealth Management’s Unum UNM Stock Holding History

SeaCrest Wealth Management’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
Q3 		– Sell
-500
Closed -$17K – 1464
2022
Q2 		$17K Buy
+500
New +$16.9K ﹤0.01% 1553
2019
Q2 		– Sell
-1,311
Closed -$44K – 1765
2019
Q1 		$44K Hold
1,311
– – 0.01% 989
2018
Q4 		$39K Buy
1,311
+300
+30% +$10.5K 0.01% 990
2018
Q3 		$39K Hold
1,011
– – 0.01% 1105
2018
Q2 		$37K Buy
1,011
+300
+42% +$12.5K 0.01% 1110
2018
Q1 		$34K Hold
711
– – 0.01% 1118
2017
Q4 		$39K Buy
+711
New +$38.2K 0.01% 1065

Other funds holding UNM

BlackRock
BlackRock New York $5.7T AUM 30.48% 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 $1.9T AUM 41.92% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Viking Global Investors
Viking Global Investors Stamford, Connecticut $35.7B AUM 21.3% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
DSC
Donald Smith & Co New York $5.56B AUM 47.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return