Tarbox Family Office’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 |
-156
| Closed | -$5K | – | 932 |
|
|
2022
Q1 | $5K | Hold |
156
| – | – | ﹤0.01% | 551 |
|
|
2021
Q4 | $4K | Sell |
156
-41
| -21% | -$1.05K | ﹤0.01% | 709 |
|
|
2021
Q3 | $5K | Sell |
197
-231
| -54% | -$6.12K | ﹤0.01% | 657 |
|
|
2021
Q2 | $12K | Sell |
428
-127
| -23% | -$3.73K | ﹤0.01% | 463 |
|
|
2021
Q1 | $15K | Hold |
555
| – | – | ﹤0.01% | 370 |
|
|
2020
Q4 | $13K | Sell |
555
-32
| -5% | -$662 | ﹤0.01% | 371 |
|
|
2020
Q3 | $10K | Buy |
587
+39
| +7% | +$694 | ﹤0.01% | 389 |
|
|
2020
Q2 | $9K | Buy |
548
+322
| +142% | +$5.08K | ﹤0.01% | 393 |
|
|
2020
Q1 | $3K | Buy |
226
+107
| +90% | +$2.57K | ﹤0.01% | 569 |
|
|
2019
Q4 | $3K | Buy |
119
+5
| +4% | +$145 | ﹤0.01% | 717 |
|
|
2019
Q3 | $3K | Hold |
114
| – | – | ﹤0.01% | 656 |
|
|
2019
Q2 | $4K | Sell |
114
-120
| -51% | -$4.16K | ﹤0.01% | 534 |
|
|
2019
Q1 | $8K | Hold |
234
| – | – | ﹤0.01% | 345 |
|
|
2018
Q4 | $7K | Buy |
234
+5
| +2% | +$175 | ﹤0.01% | 347 |
|
|
2018
Q3 | $9K | Buy |
229
+189
| +473% | +$7.05K | ﹤0.01% | 338 |
|
|
2018
Q2 | $1K | Hold |
40
| – | – | ﹤0.01% | 588 |
|
|
2018
Q1 | $2K | Hold |
40
| – | – | ﹤0.01% | 533 |
|
|
2017
Q4 | $2K | Hold |
40
| – | – | ﹤0.01% | 521 |
|
|
2017
Q3 | $2K | Hold |
40
| – | – | ﹤0.01% | 514 |
|
|
2017
Q2 | $2K | Hold |
40
| – | – | ﹤0.01% | 501 |
|
|
2017
Q1 | $2K | Hold |
40
| – | – | ﹤0.01% | 502 |
|
|
2016
Q4 | $2K | Hold |
40
| – | – | ﹤0.01% | 467 |
|
|
2016
Q3 | $1K | Hold |
40
| – | – | ﹤0.01% | 525 |
|
|
2016
Q2 | $1K | Hold |
40
| – | – | ﹤0.01% | 527 |
|
|
2016
Q1 | $1K | Sell |
40
-3
| -7% | -$88 | ﹤0.01% | 548 |
|
|
2015
Q4 | $1K | Buy |
43
+11
| +34% | +$379 | ﹤0.01% | 504 |
|
|
2015
Q3 | $1K | Hold |
32
| – | – | ﹤0.01% | 521 |
|
|
2015
Q2 | $1K | Hold |
32
| – | – | ﹤0.01% | 506 |
|
|
2015
Q1 | $1K | Hold |
32
| – | – | ﹤0.01% | 515 |
|
|
2014
Q4 | $1K | Hold |
32
| – | – | ﹤0.01% | 506 |
|
|
2014
Q3 | $1K | Hold |
32
| – | – | ﹤0.01% | 506 |
|
|
2014
Q2 | $1K | Hold |
32
| – | – | ﹤0.01% | 441 |
|
|
2014
Q1 | $1K | Sell |
32
-158
| -83% | -$5.39K | ﹤0.01% | 457 |
|
|
2013
Q4 | $7K | Buy |
+190
| New | +$6.22K | 0.01% | 328 |
|
Other funds holding UNM
DSC
Tarbox Family Office's UNM Position: Q2 2022 in Review
Tarbox Family Office sold out of Unum (UNM) in Q2 2022, closing a stake of 156 shares — an estimated $5K sold.
Tarbox Family Office first reported a position in UNM in Q4 2013 and held it in 34 quarters. The position peaked at $15K in Q1 2021. 486 funds tracked by Wall St. Rank hold UNM as of Q2 2022.
- Tarbox Family Office reported no remaining Unum position as of Q2 2022 after selling out during the quarter.
- Tarbox Family Office sold 156 Unum shares in Q2 2022, an estimated $5K.
- Tarbox Family Office first reported a position in Unum in Q4 2013 and held it in 34 quarters.
- Tarbox Family Office's Unum position peaked at $15K in Q1 2021.
- 486 funds tracked by Wall St. Rank held Unum as of Q2 2022.
Based on Tarbox Family Office's 13F filing for Q2 2022, filed 19 Jul 2022.