TFO Wealth Partners’s Unum UNM Stock Holding History

TFO Wealth Partners’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 Q2	–	Sell	-14	Closed	-$751	–	707
2024 Q1	$751	Hold	14	–	–	﹤0.01%	200
2023 Q4	$633	Sell	14 -4	-22%	-$182	﹤0.01%	275
2023 Q3	$859	Buy	18 +4	+29%	+$196	﹤0.01%	318
2023 Q2	$668	Hold	14	–	–	﹤0.01%	243
2023 Q1	$554	Sell	14 -24	-63%	-$991	﹤0.01%	230
2022 Q4	$1.21K	Buy	+38	New	+$1.59K	﹤0.01%	325

Other funds holding UNM

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

BlackRock New York $5.72T AUM 30.48% 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

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

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 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

Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

TFO Wealth Partners's UNM Position: Q2 2024 in Review

TFO Wealth Partners sold out of Unum (UNM) in Q2 2024, closing a stake of 14 shares — an estimated $751 sold.

TFO Wealth Partners first reported a position in UNM in Q4 2022 and held it in 6 quarters. The position peaked at $1.21K in Q4 2022. 577 funds tracked by Wall St. Rank hold UNM as of Q2 2024.

TFO Wealth Partners reported no remaining Unum position as of Q2 2024 after selling out during the quarter.
TFO Wealth Partners sold 14 Unum shares in Q2 2024, an estimated $751.
TFO Wealth Partners first reported a position in Unum in Q4 2022 and held it in 6 quarters.
TFO Wealth Partners's Unum position peaked at $1.21K in Q4 2022.
577 funds tracked by Wall St. Rank held Unum as of Q2 2024.

Based on TFO Wealth Partners's 13F filing for Q2 2024, filed 15 Aug 2024.