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UNM icon

TCWP’s Unum UNM Stock Holding History

TCWP’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
-380
Closed -$11K – 1659
2022
Q1 		$11K Buy
+380
New +$10.6K ﹤0.01% 865

Other funds holding UNM

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
DSC
Donald Smith & Co New York $5.56B AUM 47.13% 1-Year Est. Return
Viking Global Investors
Viking Global Investors Stamford, Connecticut $35.7B AUM 21.3% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

TCWP's UNM Position: Q2 2022 in Review

TCWP sold out of Unum (UNM) in Q2 2022, closing a stake of 380 shares — an estimated $11K sold.

TCWP first reported a position in UNM in Q1 2022 and held it in 1 quarter. The position peaked at $11K in Q1 2022. 486 funds tracked by Wall St. Rank hold UNM as of Q2 2022.

  • TCWP reported no remaining Unum position as of Q2 2022 after selling out during the quarter.
  • TCWP sold 380 Unum shares in Q2 2022, an estimated $11K.
  • TCWP first reported a position in Unum in Q1 2022 and held it in 1 quarter.
  • TCWP's Unum position peaked at $11K in Q1 2022.
  • 486 funds tracked by Wall St. Rank held Unum as of Q2 2022.

Based on TCWP's 13F filing for Q2 2022, filed 15 Aug 2022.