Simplicity Solutions’s Unum UNM Stock Holding History

Simplicity Solutions’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	$242K	Sell	5,362 -594	-10%	-$27.1K	0.01%	903
2023 Q3	$293K	Sell	5,956 -1,082	-15%	-$52.9K	0.01%	775
2023 Q2	$336K	Buy	7,038 +649	+10%	+$28.3K	0.01%	787
2023 Q1	$253K	Buy	+6,389	New	+$264K	0.01%	917
2019 Q2	–	Sell	-12,921	Closed	-$437K	–	870
2019 Q1	$437K	Sell	12,921 -36	-0.3%	-$1.25K	0.03%	442
2018 Q4	$381K	Buy	+12,957	New	+$453K	0.05%	375

Other funds holding UNM

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

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

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

Norges Bank Oslo, Norway $935B AUM

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

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

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

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

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

Simplicity Solutions's UNM Position: Q4 2023 in Review

Simplicity Solutions reduced its Unum (UNM) stake by 10% in Q4 2023, selling an estimated $27.1K and leaving 5,362 shares worth $242K. The position accounts for 0.01% of the portfolio, ranked #903.

Simplicity Solutions first reported a position in UNM in Q4 2018 and has held it in 6 quarters since. The position peaked at $437K in Q1 2019. 571 funds tracked by Wall St. Rank hold UNM as of Q4 2023.

Simplicity Solutions held 5,362 shares of Unum worth $242K as of Q4 2023.
Simplicity Solutions sold 594 Unum shares in Q4 2023, an estimated $27.1K.
Unum made up 0.01% of Simplicity Solutions's portfolio in Q4 2023, its #903 holding.
Simplicity Solutions first reported a position in Unum in Q4 2018 and has held it in 6 quarters since.
Simplicity Solutions's Unum position peaked at $437K in Q1 2019.
571 funds tracked by Wall St. Rank held Unum as of Q4 2023.

Based on Simplicity Solutions's 13F filing for Q4 2023, filed 29 Jan 2024.