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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 $6.73T AUM 46.02% 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
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 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
DSC
Donald Smith & Co New York $5.65B AUM 47.79% 1-Year Est. Return

Summit Securities Group's UNM Position: Q1 2024 in Review

Summit Securities Group sold out of Unum (UNM) in Q1 2024, closing a stake of 20 shares — an estimated $1K sold.

Summit Securities Group first reported a position in UNM in Q1 2022 and held it in 6 quarters. The position peaked at $148K in Q4 2022. 579 funds tracked by Wall St. Rank hold UNM as of Q1 2024.

  • Summit Securities Group reported no remaining Unum position as of Q1 2024 after selling out during the quarter.
  • Summit Securities Group sold 20 Unum shares in Q1 2024, an estimated $1K.
  • Summit Securities Group first reported a position in Unum in Q1 2022 and held it in 6 quarters.
  • Summit Securities Group's Unum position peaked at $148K in Q4 2022.
  • 579 funds tracked by Wall St. Rank held Unum as of Q1 2024.

Based on Summit Securities Group's 13F filing for Q1 2024, filed 13 May 2024.