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TFB Advisors’s Unum UNM Stock Holding History

TFB 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
2024
Q4 		– Sell
-6,317
Closed -$375K – 338
2024
Q3 		$375K Sell
6,317
-2,479
-28% -$135K 0.11% 204
2024
Q2 		$450K Buy
8,796
+340
+4% +$17.6K 0.15% 161
2024
Q1 		$439K Buy
8,456
+3,633
+75% +$177K 0.16% 147
2023
Q4 		$218K Sell
4,823
-3,859
-44% -$176K 0.11% 161
2023
Q3 		$427K Buy
8,682
+617
+8% +$30.2K 0.52% 54
2023
Q2 		$385K Buy
8,065
+1,405
+21% +$61.3K 0.17% 144
2023
Q1 		$263K Buy
+6,660
New +$275K 0.2% 108

Other funds holding UNM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

TFB Advisors's UNM Position: Q4 2024 in Review

TFB Advisors sold out of Unum (UNM) in Q4 2024, closing a stake of 6,317 shares — an estimated $375K sold.

TFB Advisors first reported a position in UNM in Q1 2023 and held it in 7 quarters. The position peaked at $450K in Q2 2024. 682 funds tracked by Wall St. Rank hold UNM as of Q4 2024.

  • TFB Advisors reported no remaining Unum position as of Q4 2024 after selling out during the quarter.
  • TFB Advisors sold 6,317 Unum shares in Q4 2024, an estimated $375K.
  • TFB Advisors first reported a position in Unum in Q1 2023 and held it in 7 quarters.
  • TFB Advisors's Unum position peaked at $450K in Q2 2024.
  • 682 funds tracked by Wall St. Rank held Unum as of Q4 2024.

Based on TFB Advisors's 13F filing for Q4 2024, filed 29 Jan 2025.