Spectrum Wealth Counsel’s Unum UNM Stock Holding History

Spectrum Wealth Counsel’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
2024 Q1	–	Sell	-131	Closed	-$5.92K	–	391
2023 Q4	$5.92K	Buy	+131	New	+$5.97K	﹤0.01%	282

Other funds holding UNM

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

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

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

Norges Bank Oslo, Norway $935B AUM

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

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

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

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

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

DSC

Donald Smith & Co New York $5.56B AUM 47.13% 1-Year Est. Return

Spectrum Wealth Counsel's UNM Position: Q1 2024 in Review

Spectrum Wealth Counsel sold out of Unum (UNM) in Q1 2024, closing a stake of 131 shares — an estimated $5.92K sold.

Spectrum Wealth Counsel first reported a position in UNM in Q4 2023 and held it in 1 quarter. The position peaked at $5.92K in Q4 2023. 579 funds tracked by Wall St. Rank hold UNM as of Q1 2024.

Spectrum Wealth Counsel reported no remaining Unum position as of Q1 2024 after selling out during the quarter.
Spectrum Wealth Counsel sold 131 Unum shares in Q1 2024, an estimated $5.92K.
Spectrum Wealth Counsel first reported a position in Unum in Q4 2023 and held it in 1 quarter.
Spectrum Wealth Counsel's Unum position peaked at $5.92K in Q4 2023.
579 funds tracked by Wall St. Rank held Unum as of Q1 2024.

Based on Spectrum Wealth Counsel's 13F filing for Q1 2024, filed 6 May 2024.