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Unum shares owned by Wetzel Investment Advisors

Quarter-by-quarter ownership of Unum (UNM) shares owned by Wetzel Investment Advisors from 13F filings

Historical chart of Wetzel Investment Advisors investment in Unum

Tip: Access up to 7 years of quarterly data

All positions including Unum held by Wetzel Investment Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Unum by Wetzel Investment Advisors

Quarter filed Position value Share count Share price at filing
2024-09-30 $368k 6.2k 59.44
2024-06-30 $332k 6.2k 53.66
2024-03-31 $314k 6.2k 50.79
2023-12-31 $339k 7.5k 45.26

More positions owned by Wetzel Investment Advisors

Vanguard Star Fds Vg Tl Intl Stk F (VXUS)
Ishares Tr Rus 1000 Grw Etf (IWF)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
JPMorgan Chase & Co. (JPM)
Eli Lilly & Co. (LLY)
Invesco Exchange Traded Fd T S&p500 Quality (SPHQ)
Spdr Ser Tr Portfolio Intrmd (SPIB)
Vanguard Index Fds Value Etf (VTV)
Vanguard Index Fds Extend Mkt Etf (VXF)
Ishares Core Msci Emkt (IEMG)
Ishares Tr Core S&p Scp Etf (IJR)
First Tr Morningstar Divid L SHS (FDL)
Vanguard Intl Equity Index F Tt Wrld St Etf (VT)
First Tr Exchange-traded Cap Strength Etf (FTCS)
Ishares Tr Conv Bd Etf (ICVT)

View all positions for Wetzel Investment Advisors

Top funds holding Unum

Vanguard Group
BlackRock
BlackRock
State Street Corporation
Charles Schwab Investment Management
Dimensional Fund Advisors
Morgan Stanley
Geode Capital Management
Arrowstreet Capital, Limited Partnership
Donald Smith & Co
LSV Asset Management
AQR Capital Management
Nordea Investment Management Ab
Goldman Sachs Group
Bank of New York Mellon

View all funds holding Unum