TD Ameritrade Investment Management
UNM icon

TD Ameritrade Investment Management’s Unum UNM Stock Holding History

TD Ameritrade Investment Management’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
2021
Q4 		– Sell
-287
Closed -$5K – 720
2021
Q3 		$5K Buy
+287
New +$7.6K ﹤0.01% 525
2021
Q2 		– Sell
-240
Closed -$6K – 677
2021
Q1 		$6K Hold
240
– – ﹤0.01% 520
2020
Q4 		$6K Sell
240
-47
-16% -$972 ﹤0.01% 520
2020
Q3 		$5K Sell
287
-681
-70% -$12.1K ﹤0.01% 525
2020
Q2 		$16K Buy
968
+43
+5% +$679 ﹤0.01% 392
2020
Q1 		$14K Sell
925
-245
-21% -$5.89K ﹤0.01% 387
2019
Q4 		$34K Buy
1,170
+18
+2% +$524 ﹤0.01% 350
2019
Q3 		$34K Sell
1,152
-793
-41% -$23.5K ﹤0.01% 334
2019
Q2 		$65K Buy
1,945
+1,722
+772% +$59.6K ﹤0.01% 232
2019
Q1 		$8K Sell
223
-1,531
-87% -$53.3K ﹤0.01% 388
2018
Q4 		$52K Buy
1,754
+597
+52% +$20.9K ﹤0.01% 227
2018
Q3 		$45K Buy
1,157
+834
+258% +$31.1K ﹤0.01% 212
2018
Q2 		$12K Buy
+323
New +$13.5K ﹤0.01% 228

Other funds holding UNM

BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $2.3T AUM 54.33% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Donald Smith & Co
Donald Smith & Co New York $5.65B AUM 47.79% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

TD Ameritrade Investment Management's UNM Position: Q4 2021 in Review

TD Ameritrade Investment Management sold out of Unum (UNM) in Q4 2021, closing a stake of 287 shares — an estimated $5K sold.

TD Ameritrade Investment Management first reported a position in UNM in Q2 2018 and held it in 13 quarters. The position peaked at $65K in Q2 2019. 444 funds tracked by Wall St. Rank hold UNM as of Q4 2021.

  • TD Ameritrade Investment Management reported no remaining Unum position as of Q4 2021 after selling out during the quarter.
  • TD Ameritrade Investment Management sold 287 Unum shares in Q4 2021, an estimated $5K.
  • TD Ameritrade Investment Management first reported a position in Unum in Q2 2018 and held it in 13 quarters.
  • TD Ameritrade Investment Management's Unum position peaked at $65K in Q2 2019.
  • 444 funds tracked by Wall St. Rank held Unum as of Q4 2021.

Based on TD Ameritrade Investment Management's 13F filing for Q4 2021, filed 11 Feb 2022.