Titus Wealth Management’s Unum UNM Stock Holding History

Titus Wealth 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
2022 Q2	$259K	Buy	7,602 +82	+1%	+$2.77K	0.13%	120
2022 Q1	$237K	Buy	+7,520	New	+$210K	0.11%	147

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

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

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

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Donald Smith & Co New York $5.56B AUM 47.13% 1-Year Est. Return

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Titus Wealth Management's UNM Position: Q2 2022 in Review

Titus Wealth Management increased its Unum (UNM) stake by 1.1% in Q2 2022, buying an estimated $2.77K and bringing the position to 7,602 shares worth $259K. The position accounts for 0.13% of the portfolio, ranked #120.

Titus Wealth Management first reported a position in UNM in Q1 2022 and has held it in 2 quarters since. 486 funds tracked by Wall St. Rank hold UNM as of Q2 2022.

Titus Wealth Management held 7,602 shares of Unum worth $259K as of Q2 2022.
Titus Wealth Management bought 82 Unum shares in Q2 2022, an estimated $2.77K.
Unum made up 0.13% of Titus Wealth Management's portfolio in Q2 2022, its #120 holding.
Titus Wealth Management first reported a position in Unum in Q1 2022 and has held it in 2 quarters since.
486 funds tracked by Wall St. Rank held Unum as of Q2 2022.

Based on Titus Wealth Management's 13F filing for Q2 2022, filed 9 Nov 2022.