Wealth Advisors of Iowa’s Unum UNM Stock Holding History

Wealth Advisors of Iowa’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
2022 Q3	–	Sell	-12,000	Closed	-$408K	–	68
2022 Q2	$408K	Buy	+12,000	New	+$406K	0.07%	59

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

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 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

DSC

Donald Smith & Co New York $5.56B AUM 47.13% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wealth Advisors of Iowa's UNM Position: Q3 2022 in Review

Wealth Advisors of Iowa sold out of Unum (UNM) in Q3 2022, closing a stake of 12,000 shares — an estimated $408K sold.

Wealth Advisors of Iowa first reported a position in UNM in Q2 2022 and held it in 1 quarter. The position peaked at $408K in Q2 2022. 492 funds tracked by Wall St. Rank hold UNM as of Q3 2022.

Wealth Advisors of Iowa reported no remaining Unum position as of Q3 2022 after selling out during the quarter.
Wealth Advisors of Iowa sold 12,000 Unum shares in Q3 2022, an estimated $408K.
Wealth Advisors of Iowa first reported a position in Unum in Q2 2022 and held it in 1 quarter.
Wealth Advisors of Iowa's Unum position peaked at $408K in Q2 2022.
492 funds tracked by Wall St. Rank held Unum as of Q3 2022.

Based on Wealth Advisors of Iowa's 13F filing for Q3 2022, filed 15 Nov 2022.