TriaGen Wealth Management’s Unum UNM Stock Holding History

TriaGen 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
2023 Q4	–	Sell	-5,844	Closed	-$287K	–	175
2023 Q3	$287K	Buy	5,844 +6	+0.1%	+$293	0.15%	120
2023 Q2	$278K	Buy	5,838 +43	+0.7%	+$1.88K	0.13%	140
2023 Q1	$229K	Sell	5,795 -759	-12%	-$31.3K	0.12%	149
2022 Q4	$269K	Buy	+6,554	New	+$275K	0.15%	140
2021 Q1	–	Sell	-19,000	Closed	-$436K	–	186
2020 Q4	$436K	Buy	+19,000	New	+$393K	0.26%	106

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

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

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

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

DSC

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

AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

TriaGen Wealth Management's UNM Position: Q4 2023 in Review

TriaGen Wealth Management sold out of Unum (UNM) in Q4 2023, closing a stake of 5,844 shares — an estimated $287K sold.

TriaGen Wealth Management first reported a position in UNM in Q4 2020 and held it in 5 quarters. The position peaked at $436K in Q4 2020. 571 funds tracked by Wall St. Rank hold UNM as of Q4 2023.

TriaGen Wealth Management reported no remaining Unum position as of Q4 2023 after selling out during the quarter.
TriaGen Wealth Management sold 5,844 Unum shares in Q4 2023, an estimated $287K.
TriaGen Wealth Management first reported a position in Unum in Q4 2020 and held it in 5 quarters.
TriaGen Wealth Management's Unum position peaked at $436K in Q4 2020.
571 funds tracked by Wall St. Rank held Unum as of Q4 2023.

Based on TriaGen Wealth Management's 13F filing for Q4 2023, filed 23 Jan 2024.