SWM
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Sugarloaf Wealth Management’s Unum UNM Stock Holding History

Sugarloaf Wealth Management’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
Q4 		$29.1K Hold
399
– – 0.01% 361
2024
Q3 		$23.7K Hold
399
– – ﹤0.01% 391
2024
Q2 		$20.4K Hold
399
– – ﹤0.01% 395
2024
Q1 		$21.4K Hold
399
– – ﹤0.01% 396
2023
Q4 		$18K Hold
399
– – ﹤0.01% 413
2023
Q3 		$19.6K Hold
399
– – 0.01% 385
2023
Q2 		$19K Hold
399
– – ﹤0.01% 393
2023
Q1 		$15.8K Sell
399
-416
-51% -$17.2K ﹤0.01% 422
2022
Q4 		$33.4K Sell
815
-1,601
-66% -$67.1K 0.01% 339
2022
Q3 		$94K Buy
2,416
+458
+23% +$16.8K 0.02% 200
2022
Q2 		$67K Sell
1,958
-336
-15% -$11.4K 0.02% 243
2022
Q1 		$70K Buy
2,294
+942
+70% +$26.3K 0.02% 237
2021
Q4 		$33K Sell
1,352
-615
-31% -$15.7K 0.01% 357
2021
Q3 		$49K Buy
1,967
+495
+34% +$13.1K 0.01% 270
2021
Q2 		$42K Buy
1,472
+759
+106% +$22.3K 0.01% 301
2021
Q1 		$20 Buy
713
+4
+0.6% +$104 0.01% 408
2020
Q4 		$16K Buy
709
+4
+0.6% +$83 0.01% 422
2020
Q3 		$12K Sell
705
-94
-12% -$1.67K ﹤0.01% 438
2020
Q2 		$13K Buy
799
+202
+34% +$3.19K 0.01% 416
2020
Q1 		$9K Buy
597
+198
+50% +$4.76K ﹤0.01% 452
2019
Q4 		$12K Buy
+399
New +$11.6K 0.01% 451

Other funds holding UNM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 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
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

Sugarloaf Wealth Management's UNM Position: Q4 2024 in Review

Sugarloaf Wealth Management held its Unum (UNM) position steady in Q4 2024 at 399 shares worth $29.1K. The position accounts for 0.01% of the portfolio, ranked #361.

Sugarloaf Wealth Management first reported a position in UNM in Q4 2019 and has held it in 21 quarters since. The position peaked at $94K in Q3 2022. 682 funds tracked by Wall St. Rank hold UNM as of Q4 2024.

  • Sugarloaf Wealth Management held 399 shares of Unum worth $29.1K as of Q4 2024.
  • Sugarloaf Wealth Management left its Unum share count unchanged in Q4 2024.
  • Unum made up 0.01% of Sugarloaf Wealth Management's portfolio in Q4 2024, its #361 holding.
  • Sugarloaf Wealth Management first reported a position in Unum in Q4 2019 and has held it in 21 quarters since.
  • Sugarloaf Wealth Management's Unum position peaked at $94K in Q3 2022.
  • 682 funds tracked by Wall St. Rank held Unum as of Q4 2024.

Based on Sugarloaf Wealth Management's 13F filing for Q4 2024, filed 10 Jan 2025.