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	–	1762
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 New York $6.73T AUM 46.02% 1-Year Est. Return

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

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

Norges Bank Oslo, Norway $1T AUM

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

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Viking Global Investors Stamford, Connecticut $35.1B AUM 21.36% 1-Year Est. Return

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

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

SeaCrest Wealth Management's UNM Position: Q3 2022 in Review

SeaCrest Wealth Management sold out of Unum (UNM) in Q3 2022, closing a stake of 500 shares — an estimated $17K sold.

SeaCrest Wealth Management first reported a position in UNM in Q4 2017 and held it in 7 quarters. The position peaked at $44K in Q1 2019. 492 funds tracked by Wall St. Rank hold UNM as of Q3 2022.

SeaCrest Wealth Management reported no remaining Unum position as of Q3 2022 after selling out during the quarter.
SeaCrest Wealth Management sold 500 Unum shares in Q3 2022, an estimated $17K.
SeaCrest Wealth Management first reported a position in Unum in Q4 2017 and held it in 7 quarters.
SeaCrest Wealth Management's Unum position peaked at $44K in Q1 2019.
492 funds tracked by Wall St. Rank held Unum as of Q3 2022.

Based on SeaCrest Wealth Management's 13F filing for Q3 2022, filed 15 Nov 2022.