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Steward Financial Group’s Unum UNM Stock Holding History

Steward Financial Group’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
Q3 		$11K Buy
230
+5
+2% +$244 ﹤0.01% 366
2023
Q2 		$10K Sell
225
-12
-5% -$524 ﹤0.01% 392
2023
Q1 		$9K Buy
237
+141
+147% +$5.82K ﹤0.01% 217
2022
Q4 		$3K Buy
+96
New +$4.02K ﹤0.01% 284
2022
Q3 		– Sell
-116
Closed -$3K – 1248
2022
Q2 		$3K Buy
+116
New +$3.93K ﹤0.01% 490

Other funds holding UNM

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Viking Global Investors
Viking Global Investors Stamford, Connecticut $35.1B AUM 21.36% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Steward Financial Group's UNM Position: Q3 2023 in Review

Steward Financial Group increased its Unum (UNM) stake by 2.2% in Q3 2023, buying an estimated $244 and bringing the position to 230 shares worth $11K. The position accounts for ﹤0.01% of the portfolio, ranked #366.

Steward Financial Group first reported a position in UNM in Q2 2022 and has held it in 5 quarters since. 578 funds tracked by Wall St. Rank hold UNM as of Q3 2023.

  • Steward Financial Group held 230 shares of Unum worth $11K as of Q3 2023.
  • Steward Financial Group bought 5 Unum shares in Q3 2023, an estimated $244.
  • Unum made up ﹤0.01% of Steward Financial Group's portfolio in Q3 2023, its #366 holding.
  • Steward Financial Group first reported a position in Unum in Q2 2022 and has held it in 5 quarters since.
  • 578 funds tracked by Wall St. Rank held Unum as of Q3 2023.

Based on Steward Financial Group's 13F filing for Q3 2023, filed 23 Oct 2023.