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UNM icon

Veritable’s Unum UNM Stock Holding History

Veritable’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
-11,272
Closed -$538K – 752
2023
Q2 		$538K Buy
11,272
+558
+5% +$24.3K 0.01% 518
2023
Q1 		$424K Buy
10,714
+704
+7% +$29.1K 0.01% 588
2022
Q4 		$411K Buy
10,010
+7
+0.1% +$293 0.01% 581
2022
Q3 		$388K Sell
10,003
-48
-0.5% -$1.76K 0.01% 567
2022
Q2 		$342K Buy
10,051
+713
+8% +$24.1K 0.01% 639
2022
Q1 		$294K Buy
9,338
+314
+3% +$8.77K ﹤0.01% 728
2021
Q4 		$222K Buy
+9,024
New +$231K ﹤0.01% 845
2019
Q3 		– Sell
-6,142
Closed -$206K – 821
2019
Q2 		$206K Sell
6,142
-1,842
-23% -$63.8K ﹤0.01% 758
2019
Q1 		$270K Sell
7,984
-632
-7% -$22K 0.01% 677
2018
Q4 		$253K Buy
8,616
+2,097
+32% +$73.4K 0.01% 659
2018
Q3 		$255K Sell
6,519
-39
-0.6% -$1.46K 0.01% 697
2018
Q2 		$243K Sell
6,558
-1,444
-18% -$60.2K 0.01% 706
2018
Q1 		$381K Buy
8,002
+280
+4% +$14.6K 0.01% 568
2017
Q4 		$424K Sell
7,722
-528
-6% -$28.3K 0.01% 545
2017
Q3 		$422K Sell
8,250
-83
-1% -$4.05K 0.01% 532
2017
Q2 		$389K Buy
8,333
+3,896
+88% +$179K 0.01% 564
2017
Q1 		$208K Buy
+4,437
New +$208K 0.01% 711

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
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
Viking Global Investors
Viking Global Investors Stamford, Connecticut $35.1B AUM 21.36% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Veritable's UNM Position: Q3 2023 in Review

Veritable sold out of Unum (UNM) in Q3 2023, closing a stake of 11,272 shares — an estimated $538K sold.

Veritable first reported a position in UNM in Q1 2017 and held it in 17 quarters. The position peaked at $538K in Q2 2023. 578 funds tracked by Wall St. Rank hold UNM as of Q3 2023.

  • Veritable reported no remaining Unum position as of Q3 2023 after selling out during the quarter.
  • Veritable sold 11,272 Unum shares in Q3 2023, an estimated $538K.
  • Veritable first reported a position in Unum in Q1 2017 and held it in 17 quarters.
  • Veritable's Unum position peaked at $538K in Q2 2023.
  • 578 funds tracked by Wall St. Rank held Unum as of Q3 2023.

Based on Veritable's 13F filing for Q3 2023.