Sittner & Nelson’s Unum UNM Stock Holding History

Sittner & Nelson’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 Q2	–	Sell	-769	Closed	-$30.4K	–	516
2023 Q1	$30.4K	Sell	769 -2,244	-74%	-$92.7K	0.02%	263
2022 Q4	$124K	Buy	3,013 +7	+0.2%	+$293	0.08%	148
2022 Q3	$117K	Buy	3,006 +1,006	+50%	+$36.8K	0.08%	145
2022 Q2	$68K	Hold	2,000	–	–	0.04%	186
2022 Q1	$63K	Buy	+2,000	New	+$55.9K	0.04%	191

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 $3.37T AUM 44.26% 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

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

Sittner & Nelson's UNM Position: Q2 2023 in Review

Sittner & Nelson sold out of Unum (UNM) in Q2 2023, closing a stake of 769 shares — an estimated $30.4K sold.

Sittner & Nelson first reported a position in UNM in Q1 2022 and held it in 5 quarters. The position peaked at $124K in Q4 2022. 555 funds tracked by Wall St. Rank hold UNM as of Q2 2023.

Sittner & Nelson reported no remaining Unum position as of Q2 2023 after selling out during the quarter.
Sittner & Nelson sold 769 Unum shares in Q2 2023, an estimated $30.4K.
Sittner & Nelson first reported a position in Unum in Q1 2022 and held it in 5 quarters.
Sittner & Nelson's Unum position peaked at $124K in Q4 2022.
555 funds tracked by Wall St. Rank held Unum as of Q2 2023.

Based on Sittner & Nelson's 13F filing for Q2 2023, filed 14 Aug 2023.