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Twelve Points Wealth Management’s Unum UNM Stock Holding History

Twelve Points 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
Q1 		– Sell
-13,972
Closed -$573K – 170
2022
Q4 		$573K Sell
13,972
-899
-6% -$37.7K 0.39% 76
2022
Q3 		$577K Buy
14,871
+1,005
+7% +$36.8K 0.45% 73
2022
Q2 		$472K Buy
13,866
+2,529
+22% +$85.6K 0.36% 95
2022
Q1 		$357K Buy
11,337
+3,186
+39% +$89K 0.27% 122
2021
Q4 		$200K Buy
+8,151
New +$209K 0.16% 166

Other funds holding UNM

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
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
Viking Global Investors
Viking Global Investors Stamford, Connecticut $35.1B AUM 21.36% 1-Year Est. Return
DSC
Donald Smith & Co New York $5.65B AUM 47.79% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Twelve Points Wealth Management's UNM Position: Q1 2023 in Review

Twelve Points Wealth Management sold out of Unum (UNM) in Q1 2023, closing a stake of 13,972 shares — an estimated $573K sold.

Twelve Points Wealth Management first reported a position in UNM in Q4 2021 and held it in 5 quarters. The position peaked at $577K in Q3 2022. 524 funds tracked by Wall St. Rank hold UNM as of Q1 2023.

  • Twelve Points Wealth Management reported no remaining Unum position as of Q1 2023 after selling out during the quarter.
  • Twelve Points Wealth Management sold 13,972 Unum shares in Q1 2023, an estimated $573K.
  • Twelve Points Wealth Management first reported a position in Unum in Q4 2021 and held it in 5 quarters.
  • Twelve Points Wealth Management's Unum position peaked at $577K in Q3 2022.
  • 524 funds tracked by Wall St. Rank held Unum as of Q1 2023.

Based on Twelve Points Wealth Management's 13F filing for Q1 2023, filed 18 Apr 2023.