Sun Life Financial’s Unum UNM Stock Holding History

Sun Life Financial’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
2022 Q2	–	Sell	-7,300	Closed	-$230K	–	86
2022 Q1	$230K	Hold	7,300	–	–	0.01%	76
2021 Q4	$179K	Buy	+7,300	New	+$187K	0.01%	79
2021 Q2	–	Sell	-119	Closed	-$3K	–	462
2021 Q1	$3K	Sell	119 -1	-0.8%	-$26	﹤0.01%	512
2020 Q4	$3K	Sell	120 -1	-0.8%	-$21	﹤0.01%	498
2020 Q3	$2K	Sell	121 -3	-2%	-$53	﹤0.01%	505
2020 Q2	$2K	Buy	124 +6	+5%	+$95	﹤0.01%	460
2020 Q1	$2K	Sell	118 -6	-5%	-$144	﹤0.01%	451
2019 Q4	$4K	Sell	124 -48	-28%	-$1.4K	﹤0.01%	444
2019 Q3	$5K	Hold	172	–	–	﹤0.01%	588
2019 Q2	$6K	Sell	172 -193	-53%	-$6.68K	﹤0.01%	575
2019 Q1	$12K	Sell	365 -241	-40%	-$8.39K	﹤0.01%	578
2018 Q4	$18K	Sell	606 -2	-0.3%	-$70	﹤0.01%	573
2018 Q3	$24K	Buy	608 +9	+2%	+$336	﹤0.01%	578
2018 Q2	$22K	Buy	599 +551	+1,148%	+$23K	﹤0.01%	582
2018 Q1	$1.01K	Sell	48 -444	-90%	-$23.2K	0.01%	325
2017 Q4	$27K	Sell	492 -1,168	-70%	-$62.7K	﹤0.01%	384
2017 Q3	$85K	Sell	1,660 -22	-1%	-$1.07K	0.01%	371
2017 Q2	$78K	Buy	1,682 +1,676	+27,933%	+$77.1K	0.01%	386
2017 Q1	$124	Buy	+6	New	+$281	﹤0.01%	361

Other funds holding UNM

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

DSC

Donald Smith & Co New York $5.65B AUM 47.79% 1-Year Est. Return

Viking Global Investors Stamford, Connecticut $35.1B AUM 21.36% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Sun Life Financial's UNM Position: Q2 2022 in Review

Sun Life Financial sold out of Unum (UNM) in Q2 2022, closing a stake of 7,300 shares — an estimated $230K sold.

Sun Life Financial first reported a position in UNM in Q1 2017 and held it in 19 quarters. The position peaked at $230K in Q1 2022. 486 funds tracked by Wall St. Rank hold UNM as of Q2 2022.

Sun Life Financial reported no remaining Unum position as of Q2 2022 after selling out during the quarter.
Sun Life Financial sold 7,300 Unum shares in Q2 2022, an estimated $230K.
Sun Life Financial first reported a position in Unum in Q1 2017 and held it in 19 quarters.
Sun Life Financial's Unum position peaked at $230K in Q1 2022.
486 funds tracked by Wall St. Rank held Unum as of Q2 2022.

Based on Sun Life Financial's 13F filing for Q2 2022, filed 15 Aug 2022.