Tiedemann Advisors’s Unum UNM Stock Holding History

Tiedemann 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
2023 Q3	$225K	Hold	4,579	–	–	0.01%	253
2023 Q2	$218K	Buy	+4,579	New	+$200K	0.01%	235

Other funds holding UNM

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Viking Global Investors Stamford, Connecticut $35.7B AUM 21.3% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 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

Tiedemann Advisors's UNM Position: Q3 2023 in Review

Tiedemann Advisors held its Unum (UNM) position steady in Q3 2023 at 4,579 shares worth $225K. The position accounts for 0.01% of the portfolio, ranked #253.

Tiedemann Advisors first reported a position in UNM in Q2 2023 and has held it in 2 quarters since. 579 funds tracked by Wall St. Rank hold UNM as of Q3 2023.

Tiedemann Advisors held 4,579 shares of Unum worth $225K as of Q3 2023.
Tiedemann Advisors left its Unum share count unchanged in Q3 2023.
Unum made up 0.01% of Tiedemann Advisors's portfolio in Q3 2023, its #253 holding.
Tiedemann Advisors first reported a position in Unum in Q2 2023 and has held it in 2 quarters since.
579 funds tracked by Wall St. Rank held Unum as of Q3 2023.

Based on Tiedemann Advisors's 13F filing for Q3 2023, filed 14 Nov 2023.