Sun Life Financial’s Unum UNM Stock Holding History
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
+1
| +20% | +$47 | ﹤0.01% | 361 |
|
|
2016
Q4 | $125 | Buy |
+5
| New | +$200 | ﹤0.01% | 315 |
|
Other funds holding UNM
DSC
