SSG
UNM icon

Summit Securities Group’s Unum UNM Stock Holding History

Summit Securities 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
2024
Q1 		– Sell
-20
Closed -$1K – 906
2023
Q4 		$1K Buy
+20
New +$911 ﹤0.01% 637
2023
Q3 		– Sell
-1
Closed – – 1032
2023
Q2 		$0 Buy
+1
New +$44 ﹤0.01% 1104
2023
Q1 		– Sell
-3,601
Closed -$148K – 1315
2022
Q4 		$148K Buy
3,601
+1
+0% +$42 0.01% 529
2022
Q3 		$140K Hold
3,600
– – 0.01% 482
2022
Q2 		$122K Buy
3,600
+1,500
+71% +$50.8K 0.02% 382
2022
Q1 		$66K Buy
+2,100
New +$58.7K 0.01% 568

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
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
AQR Capital Management
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