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TRUE Private Wealth Advisors’s Unum UNM Stock Holding History

TRUE Private Wealth 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
2021
Q1 		– Sell
-5,077
Closed -$116K – 673
2020
Q4 		$116K Sell
5,077
-359
-7% -$7.42K 0.02% 255
2020
Q3 		$91K Sell
5,436
-2,614
-32% -$46.5K 0.02% 261
2020
Q2 		$133K Buy
+8,050
New +$127K 0.02% 211
2018
Q4 		– Sell
-68
Closed -$2.66K – 869
2018
Q3 		$2.66K Buy
+68
New +$2.54K ﹤0.01% 989

Other funds holding UNM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
DSC
Donald Smith & Co New York $5.65B AUM 47.79% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

TRUE Private Wealth Advisors's UNM Position: Q1 2021 in Review

TRUE Private Wealth Advisors sold out of Unum (UNM) in Q1 2021, closing a stake of 5,077 shares — an estimated $116K sold.

TRUE Private Wealth Advisors first reported a position in UNM in Q3 2018 and held it in 4 quarters. The position peaked at $133K in Q2 2020. 459 funds tracked by Wall St. Rank hold UNM as of Q1 2021.

  • TRUE Private Wealth Advisors reported no remaining Unum position as of Q1 2021 after selling out during the quarter.
  • TRUE Private Wealth Advisors sold 5,077 Unum shares in Q1 2021, an estimated $116K.
  • TRUE Private Wealth Advisors first reported a position in Unum in Q3 2018 and held it in 4 quarters.
  • TRUE Private Wealth Advisors's Unum position peaked at $133K in Q2 2020.
  • 459 funds tracked by Wall St. Rank held Unum as of Q1 2021.

Based on TRUE Private Wealth Advisors's 13F filing for Q1 2021, filed 12 May 2021.