Turtle Creek Wealth Advisors’s Unum UNM Stock Holding History

Turtle Creek 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
2024 Q1	–	Sell	-175	Closed	-$7.91K	–	778
2023 Q4	$7.91K	Buy	+175	New	+$7.97K	﹤0.01%	575

Other funds holding UNM

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

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

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

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

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

DSC

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

Turtle Creek Wealth Advisors's UNM Position: Q1 2024 in Review

Turtle Creek Wealth Advisors sold out of Unum (UNM) in Q1 2024, closing a stake of 175 shares — an estimated $7.91K sold.

Turtle Creek Wealth Advisors first reported a position in UNM in Q4 2023 and held it in 1 quarter. The position peaked at $7.91K in Q4 2023. 579 funds tracked by Wall St. Rank hold UNM as of Q1 2024.

Turtle Creek Wealth Advisors reported no remaining Unum position as of Q1 2024 after selling out during the quarter.
Turtle Creek Wealth Advisors sold 175 Unum shares in Q1 2024, an estimated $7.91K.
Turtle Creek Wealth Advisors first reported a position in Unum in Q4 2023 and held it in 1 quarter.
Turtle Creek Wealth Advisors's Unum position peaked at $7.91K in Q4 2023.
579 funds tracked by Wall St. Rank held Unum as of Q1 2024.

Based on Turtle Creek Wealth Advisors's 13F filing for Q1 2024, filed 30 Apr 2024.