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Wipfli Financial Advisors’s Unum UNM Stock Holding History

Wipfli Financial 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
2022
Q3 		$488K Buy
+12,581
New +$460K 0.03% 226

Other funds holding UNM

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Viking Global Investors
Viking Global Investors Stamford, Connecticut $35.1B AUM 21.36% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
DSC
Donald Smith & Co New York $5.65B AUM 47.79% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wipfli Financial Advisors's UNM Position: Q3 2022 in Review

Wipfli Financial Advisors opened a new position in Unum (UNM) in Q3 2022: 12,581 shares worth $488K. The stake represents 0.03% of the portfolio and ranks #226 among its holdings.

492 funds tracked by Wall St. Rank hold UNM as of Q3 2022.

  • Wipfli Financial Advisors held 12,581 shares of Unum worth $488K as of Q3 2022.
  • Unum was a new Wipfli Financial Advisors position in Q3 2022.
  • Unum made up 0.03% of Wipfli Financial Advisors's portfolio in Q3 2022, its #226 holding.
  • 492 funds tracked by Wall St. Rank held Unum as of Q3 2022.

Based on Wipfli Financial Advisors's 13F filing for Q3 2022, filed 26 Oct 2022.