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Tilia Fiduciary Partners’s Unum UNM Stock Holding History

Tilia Fiduciary 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
2023
Q3 		– Sell
-1,100
Closed -$52.5K – 469
2023
Q2 		$52.5K Hold
1,100
– – 0.05% 202
2023
Q1 		$43.5K Hold
1,100
– – 0.04% 225
2022
Q4 		$45.1K Buy
1,100
+500
+83% +$20.9K 0.04% 211
2022
Q3 		$25K Hold
600
– – 0.03% 265
2022
Q2 		$20K Buy
+600
New +$20.3K 0.02% 300

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Viking Global Investors
Viking Global Investors Stamford, Connecticut $35.7B AUM 21.3% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

Tilia Fiduciary Partners's UNM Position: Q3 2023 in Review

Tilia Fiduciary Partners sold out of Unum (UNM) in Q3 2023, closing a stake of 1,100 shares — an estimated $52.5K sold.

Tilia Fiduciary Partners first reported a position in UNM in Q2 2022 and held it in 5 quarters. The position peaked at $52.5K in Q2 2023. 579 funds tracked by Wall St. Rank hold UNM as of Q3 2023.

  • Tilia Fiduciary Partners reported no remaining Unum position as of Q3 2023 after selling out during the quarter.
  • Tilia Fiduciary Partners sold 1,100 Unum shares in Q3 2023, an estimated $52.5K.
  • Tilia Fiduciary Partners first reported a position in Unum in Q2 2022 and held it in 5 quarters.
  • Tilia Fiduciary Partners's Unum position peaked at $52.5K in Q2 2023.
  • 579 funds tracked by Wall St. Rank held Unum as of Q3 2023.

Based on Tilia Fiduciary Partners's 13F filing for Q3 2023, filed 10 Oct 2023.