TWM
UNM icon

Tradition Wealth Management’s Unum UNM Stock Holding History

Tradition 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
2024
Q1 		– Sell
-1,050
Closed -$47K – 1144
2023
Q4 		$47K Sell
1,050
-107
-9% -$4.87K ﹤0.01% 645
2023
Q3 		$57K Buy
1,157
+422
+57% +$20.6K 0.01% 574
2023
Q2 		$35K Buy
735
+93
+14% +$4.06K ﹤0.01% 727
2023
Q1 		$25K Hold
642
– – ﹤0.01% 785
2022
Q4 		$26K Hold
642
– – ﹤0.01% 692
2022
Q3 		$25K Hold
642
– – ﹤0.01% 707
2022
Q2 		$22K Hold
642
– – ﹤0.01% 632
2022
Q1 		$20K Hold
642
– – ﹤0.01% 721
2021
Q4 		$16K Buy
642
+422
+192% +$10.8K ﹤0.01% 792
2021
Q3 		$6K Buy
220
+20
+10% +$529 ﹤0.01% 1014
2021
Q2 		$6K Buy
+200
New +$5.88K ﹤0.01% 1053
2021
Q1 		– Sell
-200
Closed -$5K – 1036
2020
Q4 		$5K Buy
+200
New +$4.13K ﹤0.01% 853

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 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 $1.89T AUM 35.08% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
DSC
Donald Smith & Co New York $5.65B AUM 47.79% 1-Year Est. Return

Tradition Wealth Management's UNM Position: Q1 2024 in Review

Tradition Wealth Management sold out of Unum (UNM) in Q1 2024, closing a stake of 1,050 shares — an estimated $47K sold.

Tradition Wealth Management first reported a position in UNM in Q4 2020 and held it in 12 quarters. The position peaked at $57K in Q3 2023. 579 funds tracked by Wall St. Rank hold UNM as of Q1 2024.

  • Tradition Wealth Management reported no remaining Unum position as of Q1 2024 after selling out during the quarter.
  • Tradition Wealth Management sold 1,050 Unum shares in Q1 2024, an estimated $47K.
  • Tradition Wealth Management first reported a position in Unum in Q4 2020 and held it in 12 quarters.
  • Tradition Wealth Management's Unum position peaked at $57K in Q3 2023.
  • 579 funds tracked by Wall St. Rank held Unum as of Q1 2024.

Based on Tradition Wealth Management's 13F filing for Q1 2024, filed 13 May 2024.