Wintrust Investments’s Unum UNM Stock Holding History

Wintrust Investments’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	-6,042	Closed	-$309K	–	514
2024 Q2	$309K	Sell	6,042 -20	-0.3%	-$1.03K	0.03%	371
2024 Q1	$325K	Buy	6,062 +422	+7%	+$20.6K	0.03%	356
2023 Q4	$255K	Buy	5,640 +38	+0.7%	+$1.73K	0.02%	376
2023 Q3	$276K	Buy	5,602 +32	+0.6%	+$1.56K	0.03%	341
2023 Q2	$266K	Buy	+5,570	New	+$243K	0.03%	354
2023 Q1	–	Sell	-5,969	Closed	-$245K	–	394
2022 Q4	$245K	Buy	5,969 +37	+0.6%	+$1.55K	0.03%	321
2022 Q3	$230K	Buy	+5,932	New	+$217K	0.03%	358

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

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

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

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

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

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return

Wintrust Investments's UNM Position: Q3 2024 in Review

Wintrust Investments sold out of Unum (UNM) in Q3 2024, closing a stake of 6,042 shares — an estimated $309K sold.

Wintrust Investments first reported a position in UNM in Q3 2022 and held it in 7 quarters. The position peaked at $325K in Q1 2024. 622 funds tracked by Wall St. Rank hold UNM as of Q3 2024.

Wintrust Investments reported no remaining Unum position as of Q3 2024 after selling out during the quarter.
Wintrust Investments sold 6,042 Unum shares in Q3 2024, an estimated $309K.
Wintrust Investments first reported a position in Unum in Q3 2022 and held it in 7 quarters.
Wintrust Investments's Unum position peaked at $325K in Q1 2024.
622 funds tracked by Wall St. Rank held Unum as of Q3 2024.

Based on Wintrust Investments's 13F filing for Q3 2024, filed 12 Nov 2024.