A detailed history of Wetherby Asset Management Inc transactions in Unum Group stock. As of the latest transaction made, Wetherby Asset Management Inc holds 7,572 shares of UNM stock, worth $567,748. This represents 0.02% of its overall portfolio holdings.

Number of Shares
7,572
Previous 7,606 0.45%
Holding current value
$567,748
Previous $388,000 15.98%
% of portfolio
0.02%
Previous 0.02%

Shares

19 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 14, 2024

SELL
$49.81 - $59.44 $1,693 - $2,020
-34 Reduced 0.45%
7,572 $450,000
Q2 2024

Aug 14, 2024

SELL
$48.48 - $54.28 $10,617 - $11,887
-219 Reduced 2.8%
7,606 $388,000
Q1 2024

May 15, 2024

SELL
$45.18 - $53.7 $73,462 - $87,316
-1,626 Reduced 17.2%
7,825 $419,000
Q4 2023

Feb 14, 2024

SELL
$42.08 - $51.67 $12,708 - $15,604
-302 Reduced 3.1%
9,451 $427,000
Q3 2023

Nov 14, 2023

BUY
$47.27 - $50.4 $756 - $806
16 Added 0.16%
9,753 $479,000
Q2 2023

Aug 14, 2023

BUY
$38.84 - $47.7 $11,652 - $14,310
300 Added 3.18%
9,737 $464,000
Q1 2023

May 12, 2023

BUY
$36.64 - $45.57 $7,621 - $9,478
208 Added 2.25%
9,437 $373,000
Q4 2022

Feb 14, 2023

BUY
$38.96 - $46.09 $13,207 - $15,624
339 Added 3.81%
9,229 $378,000
Q3 2022

Nov 14, 2022

BUY
$24.33 - $40.9 $14,087 - $23,681
579 Added 6.97%
8,890 $345,000
Q2 2022

Aug 15, 2022

BUY
$30.52 - $37.16 $2,807 - $3,418
92 Added 1.12%
8,311 $283,000
Q1 2022

May 16, 2022

BUY
$24.99 - $31.8 $274 - $349
11 Added 0.13%
8,219 $259,000
Q4 2021

Feb 14, 2022

BUY
$22.38 - $28.63 $2,618 - $3,349
117 Added 1.45%
8,208 $202,000
Q3 2021

Nov 15, 2021

SELL
$23.42 - $28.83 $11,335 - $13,953
-484 Reduced 5.64%
8,091 $203,000
Q2 2021

Aug 16, 2021

BUY
$27.03 - $31.9 $4,784 - $5,646
177 Added 2.11%
8,575 $244,000
Q1 2021

May 14, 2021

BUY
$22.09 - $29.44 $185,511 - $247,237
8,398 New
8,398 $234,000
Q2 2018

Jul 24, 2018

SELL
$36.64 - $48.92 $154,437 - $206,197
-4,215 Closed
0 $0
Q1 2018

May 04, 2018

BUY
$46.98 - $58.59 $2,067 - $2,577
44 Added 1.05%
4,215 $201,000
Q4 2017

Feb 09, 2018

BUY
$51.53 - $57.49 $2,112 - $2,357
41 Added 0.99%
4,171 $229,000
Q3 2017

Nov 13, 2017

BUY
$46.43 - $51.33 $191,755 - $211,992
4,130
4,130 $211,000

Others Institutions Holding UNM

About Unum Group


  • Ticker UNM
  • Exchange NYSE
  • Sector Financial Services
  • Industry Insurance—Life
  • Shares Outstandng 200,000,000
  • Market Cap $15B
  • Description
  • Unum Group, together with its subsidiaries, provides financial protection benefit solutions primarily in the United States, the United Kingdom, and Poland. It operates through Unum US, Unum International, Colonial Life, and Closed Block segments. The company offers group long-term and short-term disability, group life, and accidental death and d...
More about UNM
Track This Portfolio

Track Wetherby Asset Management Inc Portfolio

Follow Wetherby Asset Management Inc and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Wetherby Asset Management Inc, based on Form 13F filings with the SEC.

News

Stay updated on Wetherby Asset Management Inc with notifications on news.