Fintel reports that on January 7, 2025, JP Morgan downgraded their outlook for Unum Group (MUN:UUM) from Overweight to Neutral.
What is the Fund Sentiment?
There are 1,159 funds or institutions reporting positions in Unum Group. This is an increase of 39 owner(s) or 3.48% in the last quarter. Average portfolio weight of all funds dedicated to UUM is 0.23%, an increase of 1.92%. Total shares owned by institutions decreased in the last three months by 9.66% to 167,079K shares.
What are Other Shareholders Doing?
Charles Schwab Investment Management holds 5,501K shares representing 3.01% ownership of the company. In its prior filing, the firm reported owning 5,445K shares , representing an increase of 1.00%. The firm decreased its portfolio allocation in UUM by 7.31% over the last quarter.
IJH - iShares Core S&P Mid-Cap ETF holds 4,978K shares representing 2.73% ownership of the company. No change in the last quarter.
VTSMX - Vanguard Total Stock Market Index Fund Investor Shares holds 4,714K shares representing 2.58% ownership of the company. In its prior filing, the firm reported owning 5,129K shares , representing a decrease of 8.81%. The firm increased its portfolio allocation in UUM by 0.39% over the last quarter.
SCHD - Schwab U.S. Dividend Equity ETF holds 4,292K shares representing 2.35% ownership of the company. In its prior filing, the firm reported owning 4,229K shares , representing an increase of 1.46%. The firm decreased its portfolio allocation in UUM by 4.68% over the last quarter.
FLPSX - Fidelity Low-Priced Stock Fund holds 3,734K shares representing 2.04% ownership of the company. In its prior filing, the firm reported owning 5,652K shares , representing a decrease of 51.36%. The firm decreased its portfolio allocation in UUM by 20.87% over the last quarter.
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