Sutton Wealth Advisors’s Unum UNM Stock Holding History

Sutton Wealth Advisors’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
2023 Q3	$8.76K	Sell	178 -25	-12%	-$1.22K	﹤0.01%	498
2023 Q2	$9.68K	Hold	203	–	–	﹤0.01%	466
2023 Q1	$8.03K	Sell	203 -28	-12%	-$1.16K	﹤0.01%	458
2022 Q4	$9.48K	Hold	231	–	–	﹤0.01%	964
2022 Q3	$8.96K	Sell	231 -4	-2%	-$146	﹤0.01%	928
2022 Q2	$8K	Hold	235	–	–	﹤0.01%	969
2022 Q1	$7.41K	Hold	235	–	–	﹤0.01%	1018
2021 Q4	$5.77K	Buy	235 +28	+14%	+$717	﹤0.01%	1048
2021 Q3	$5.19K	Hold	207	–	–	﹤0.01%	1049
2021 Q2	$5.88K	Hold	207	–	–	﹤0.01%	1022
2021 Q1	$5.76K	Hold	207	–	–	﹤0.01%	992
2020 Q4	$4.75K	Hold	207	–	–	﹤0.01%	989
2020 Q3	$3.48K	Hold	207	–	–	﹤0.01%	997
2020 Q2	$3.43K	Sell	207 -5	-2%	-$79	﹤0.01%	987
2020 Q1	$3.18K	Hold	212	–	–	﹤0.01%	955
2019 Q4	$6.18K	Hold	212	–	–	﹤0.01%	914
2019 Q3	$6.3K	Hold	212	–	–	﹤0.01%	897
2019 Q2	$7.11K	Hold	212	–	–	﹤0.01%	851
2019 Q1	$7.17K	Sell	212 -11	-5%	-$383	﹤0.01%	865
2018 Q4	$6.55K	Hold	223	–	–	﹤0.01%	835
2018 Q3	$8.71K	Hold	223	–	–	0.01%	814
2018 Q2	$8.25K	Sell	223 -4	-2%	-$167	0.01%	866
2018 Q1	$10.8K	Hold	227	–	–	0.01%	793
2017 Q4	$12.5K	Hold	227	–	–	0.01%	717
2017 Q3	$11.6K	Hold	227	–	–	0.01%	728
2017 Q2	$10.6K	Buy	227 +4	+2%	+$184	0.01%	736
2017 Q1	$10.5K	Hold	223	–	–	0.01%	701
2016 Q4	$9.8K	Hold	223	–	–	0.01%	698
2016 Q3	$7.87K	Buy	223 +17	+8%	+$575	0.01%	719
2016 Q2	$6.55K	Hold	206	–	–	0.01%	725
2016 Q1	$6.37K	Buy	+206	New	+$6.04K	0.01%	693

Other funds holding UNM

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Viking Global Investors Stamford, Connecticut $35.7B AUM 21.3% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

Sutton Wealth Advisors's UNM Position: Q3 2023 in Review

Sutton Wealth Advisors reduced its Unum (UNM) stake by 12% in Q3 2023, selling an estimated $1.22K and leaving 178 shares worth $8.76K. The position accounts for ﹤0.01% of the portfolio, ranked #498.

Sutton Wealth Advisors first reported a position in UNM in Q1 2016 and has held it in 31 quarters since. The position peaked at $12.5K in Q4 2017. 579 funds tracked by Wall St. Rank hold UNM as of Q3 2023.

Sutton Wealth Advisors held 178 shares of Unum worth $8.76K as of Q3 2023.
Sutton Wealth Advisors sold 25 Unum shares in Q3 2023, an estimated $1.22K.
Unum made up ﹤0.01% of Sutton Wealth Advisors's portfolio in Q3 2023, its #498 holding.
Sutton Wealth Advisors first reported a position in Unum in Q1 2016 and has held it in 31 quarters since.
Sutton Wealth Advisors's Unum position peaked at $12.5K in Q4 2017.
579 funds tracked by Wall St. Rank held Unum as of Q3 2023.

Based on Sutton Wealth Advisors's 13F filing for Q3 2023, filed 8 Nov 2023.