V Wealth Advisors’s Unum UNM Stock Holding History

V 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
2023 Q3	–	Sell	-4,975	Closed	-$237K	–	347
2023 Q2	$237K	Buy	+4,975	New	+$217K	0.04%	332
2023 Q1	–	Sell	-4,975	Closed	-$204K	–	399
2022 Q4	$204K	Buy	+4,975	New	+$208K	0.04%	342
2021 Q3	–	Sell	-15,154	Closed	-$431K	–	568
2021 Q2	$431K	Buy	15,154 +27	+0.2%	+$794	0.07%	303
2021 Q1	$421K	Sell	15,127 -500	-3%	-$13K	0.08%	282
2020 Q4	$359K	Sell	15,627 -989	-6%	-$20.4K	0.07%	276
2020 Q3	$280K	Buy	+16,616	New	+$295K	0.19%	135
2017 Q3	–	Sell	-211	Closed	-$10K	–	678
2017 Q2	$10K	Buy	+211	New	+$9.71K	﹤0.01%	577

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

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

Viking Global Investors Stamford, Connecticut $35.7B AUM 21.3% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 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

V Wealth Advisors's UNM Position: Q3 2023 in Review

V Wealth Advisors sold out of Unum (UNM) in Q3 2023, closing a stake of 4,975 shares — an estimated $237K sold.

V Wealth Advisors first reported a position in UNM in Q2 2017 and held it in 7 quarters. The position peaked at $431K in Q2 2021. 579 funds tracked by Wall St. Rank hold UNM as of Q3 2023.

V Wealth Advisors reported no remaining Unum position as of Q3 2023 after selling out during the quarter.
V Wealth Advisors sold 4,975 Unum shares in Q3 2023, an estimated $237K.
V Wealth Advisors first reported a position in Unum in Q2 2017 and held it in 7 quarters.
V Wealth Advisors's Unum position peaked at $431K in Q2 2021.
579 funds tracked by Wall St. Rank held Unum as of Q3 2023.

Based on V Wealth Advisors's 13F filing for Q3 2023, filed 15 Nov 2023.