Washington Trust Advisors’s Unum UNM Stock Holding History

Washington Trust 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 Q1	–	Sell	-315	Closed	-$12.9K	–	796
2022 Q4	$12.9K	Hold	315	–	–	﹤0.01%	469
2022 Q3	$12K	Sell	315 -5	-2%	-$183	﹤0.01%	579
2022 Q2	$11K	Hold	320	–	–	﹤0.01%	628
2022 Q1	$10K	Hold	320	–	–	﹤0.01%	712
2021 Q4	$8K	Buy	+320	New	+$8.19K	﹤0.01%	773

Other funds holding UNM

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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

Norges Bank Oslo, Norway $1T AUM

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Viking Global Investors Stamford, Connecticut $35.1B AUM 21.36% 1-Year Est. Return

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Donald Smith & Co New York $5.65B AUM 47.79% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Washington Trust Advisors's UNM Position: Q1 2023 in Review

Washington Trust Advisors sold out of Unum (UNM) in Q1 2023, closing a stake of 315 shares — an estimated $12.9K sold.

Washington Trust Advisors first reported a position in UNM in Q4 2021 and held it in 5 quarters. The position peaked at $12.9K in Q4 2022. 524 funds tracked by Wall St. Rank hold UNM as of Q1 2023.

Washington Trust Advisors reported no remaining Unum position as of Q1 2023 after selling out during the quarter.
Washington Trust Advisors sold 315 Unum shares in Q1 2023, an estimated $12.9K.
Washington Trust Advisors first reported a position in Unum in Q4 2021 and held it in 5 quarters.
Washington Trust Advisors's Unum position peaked at $12.9K in Q4 2022.
524 funds tracked by Wall St. Rank held Unum as of Q1 2023.

Based on Washington Trust Advisors's 13F filing for Q1 2023, filed 4 May 2023.