Washington Trust’s Unum UNM Stock Holding History

Washington Trust’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 Q2	–	Sell	-29	Closed	-$1.15K	–	961
2023 Q1	$1.15K	Hold	29	–	–	﹤0.01%	880
2022 Q4	$1.19K	Sell	29 -89	-75%	-$3.73K	﹤0.01%	884
2022 Q3	$5K	Hold	118	–	–	﹤0.01%	726
2022 Q2	$4K	Hold	118	–	–	﹤0.01%	750
2022 Q1	$4K	Hold	118	–	–	﹤0.01%	767
2021 Q4	$3K	Hold	118	–	–	﹤0.01%	800
2021 Q3	$3K	Hold	118	–	–	﹤0.01%	925
2021 Q2	$3K	Hold	118	–	–	﹤0.01%	917
2021 Q1	$3K	Hold	118	–	–	﹤0.01%	879
2020 Q4	$3K	Buy	+118	New	+$2.44K	﹤0.01%	850
2018 Q3	–	Sell	-628	Closed	-$23K	–	770
2018 Q2	$23K	Buy	+628	New	+$26.2K	﹤0.01%	555

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

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

Norges Bank Oslo, Norway $1T AUM

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

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

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

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

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

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

Washington Trust's UNM Position: Q2 2023 in Review

Washington Trust sold out of Unum (UNM) in Q2 2023, closing a stake of 29 shares — an estimated $1.15K sold.

Washington Trust first reported a position in UNM in Q2 2018 and held it in 11 quarters. The position peaked at $23K in Q2 2018. 555 funds tracked by Wall St. Rank hold UNM as of Q2 2023.

Washington Trust reported no remaining Unum position as of Q2 2023 after selling out during the quarter.
Washington Trust sold 29 Unum shares in Q2 2023, an estimated $1.15K.
Washington Trust first reported a position in Unum in Q2 2018 and held it in 11 quarters.
Washington Trust's Unum position peaked at $23K in Q2 2018.
555 funds tracked by Wall St. Rank held Unum as of Q2 2023.

Based on Washington Trust's 13F filing for Q2 2023, filed 27 Jul 2023.