SteelPeak Wealth’s Unum UNM Stock Holding History

SteelPeak Wealth’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 Q2	–	Sell	-6,555	Closed	-$207K	–	480
2022 Q1	$207K	Buy	+6,555	New	+$183K	0.01%	395
2021 Q3	–	Sell	-10,678	Closed	-$303K	–	478
2021 Q2	$303K	Buy	+10,678	New	+$314K	0.02%	336

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

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

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

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

SteelPeak Wealth's UNM Position: Q2 2022 in Review

SteelPeak Wealth sold out of Unum (UNM) in Q2 2022, closing a stake of 6,555 shares — an estimated $207K sold.

SteelPeak Wealth first reported a position in UNM in Q2 2021 and held it in 2 quarters. The position peaked at $303K in Q2 2021. 486 funds tracked by Wall St. Rank hold UNM as of Q2 2022.

SteelPeak Wealth reported no remaining Unum position as of Q2 2022 after selling out during the quarter.
SteelPeak Wealth sold 6,555 Unum shares in Q2 2022, an estimated $207K.
SteelPeak Wealth first reported a position in Unum in Q2 2021 and held it in 2 quarters.
SteelPeak Wealth's Unum position peaked at $303K in Q2 2021.
486 funds tracked by Wall St. Rank held Unum as of Q2 2022.

Based on SteelPeak Wealth's 13F filing for Q2 2022, filed 2 Aug 2022.