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Strategic Investment Advisors’s Unum UNM Stock Holding History

Strategic Investment Advisors’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
Q3 		– Sell
-6,518
Closed -$333K – 244
2024
Q2 		$333K Sell
6,518
-245
-4% -$12.7K 0.04% 203
2024
Q1 		$363K Buy
6,763
+647
+11% +$31.5K 0.05% 196
2023
Q4 		$277K Sell
6,116
-500
-8% -$22.8K 0.04% 206
2023
Q3 		$325K Buy
6,616
+80
+1% +$3.91K 0.05% 196
2023
Q2 		$312K Buy
6,536
+627
+11% +$27.4K 0.04% 163
2023
Q1 		$234K Buy
+5,909
New +$244K 0.04% 220

Other funds holding UNM

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

Strategic Investment Advisors's UNM Position: Q3 2024 in Review

Strategic Investment Advisors sold out of Unum (UNM) in Q3 2024, closing a stake of 6,518 shares — an estimated $333K sold.

Strategic Investment Advisors first reported a position in UNM in Q1 2023 and held it in 6 quarters. The position peaked at $363K in Q1 2024. 621 funds tracked by Wall St. Rank hold UNM as of Q3 2024.

  • Strategic Investment Advisors reported no remaining Unum position as of Q3 2024 after selling out during the quarter.
  • Strategic Investment Advisors sold 6,518 Unum shares in Q3 2024, an estimated $333K.
  • Strategic Investment Advisors first reported a position in Unum in Q1 2023 and held it in 6 quarters.
  • Strategic Investment Advisors's Unum position peaked at $363K in Q1 2024.
  • 621 funds tracked by Wall St. Rank held Unum as of Q3 2024.

Based on Strategic Investment Advisors's 13F filing for Q3 2024, filed 21 Oct 2024.