Silver Oak Securities’s Unum UNM Stock Holding History

Silver Oak Securities’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
2023 Q4	–	Sell	-500	Closed	-$24.6K	–	539
2023 Q3	$24.6K	Buy	+500	New	+$24.4K	0.01%	399
2022 Q4	–	Sell	-500	Closed	-$24.6K	–	477
2022 Q3	$24.6K	Buy	+500	New	+$18.3K	0.01%	399

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

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

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

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

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

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Donald Smith & Co New York $5.65B AUM 47.79% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Silver Oak Securities's UNM Position: Q4 2023 in Review

Silver Oak Securities sold out of Unum (UNM) in Q4 2023, closing a stake of 500 shares — an estimated $24.6K sold.

Silver Oak Securities first reported a position in UNM in Q3 2022 and held it in 2 quarters. The position peaked at $24.6K in Q3 2023. 571 funds tracked by Wall St. Rank hold UNM as of Q4 2023.

Silver Oak Securities reported no remaining Unum position as of Q4 2023 after selling out during the quarter.
Silver Oak Securities sold 500 Unum shares in Q4 2023, an estimated $24.6K.
Silver Oak Securities first reported a position in Unum in Q3 2022 and held it in 2 quarters.
Silver Oak Securities's Unum position peaked at $24.6K in Q3 2023.
571 funds tracked by Wall St. Rank held Unum as of Q4 2023.

Based on Silver Oak Securities's 13F filing for Q4 2023, filed 5 Feb 2024.