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VisionPoint Advisory Group’s Unum UNM Stock Holding History

VisionPoint Advisory Group’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
Q3 		– Sell
-50
Closed -$2.56K – 751
2024
Q2 		$2.56K Sell
50
-2
-4% -$103 ﹤0.01% 636
2024
Q1 		$2.79K Buy
52
+1
+2% +$49 ﹤0.01% 634
2023
Q4 		$2.31K Sell
51
-22
-30% -$1K ﹤0.01% 603
2023
Q3 		$3.59K Buy
73
+65
+813% +$3.18K ﹤0.01% 534
2023
Q2 		$382 Buy
+8
New +$349 ﹤0.01% 557

Other funds holding UNM

BlackRock
BlackRock New York $5.72T AUM 30.48% 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 $935B AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

VisionPoint Advisory Group's UNM Position: Q3 2024 in Review

VisionPoint Advisory Group sold out of Unum (UNM) in Q3 2024, closing a stake of 50 shares — an estimated $2.56K sold.

VisionPoint Advisory Group first reported a position in UNM in Q2 2023 and held it in 5 quarters. The position peaked at $3.59K in Q3 2023. 621 funds tracked by Wall St. Rank hold UNM as of Q3 2024.

  • VisionPoint Advisory Group reported no remaining Unum position as of Q3 2024 after selling out during the quarter.
  • VisionPoint Advisory Group sold 50 Unum shares in Q3 2024, an estimated $2.56K.
  • VisionPoint Advisory Group first reported a position in Unum in Q2 2023 and held it in 5 quarters.
  • VisionPoint Advisory Group's Unum position peaked at $3.59K in Q3 2023.
  • 621 funds tracked by Wall St. Rank held Unum as of Q3 2024.

Based on VisionPoint Advisory Group's 13F filing for Q3 2024, filed 15 Oct 2024.