Aigen Investment Management’s Unum UNM Stock Holding History

Aigen Investment Management’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 Q4	–	Sell	-13,129	Closed	-$780K	–	1012
2024 Q3	$780K	Buy	+13,129	New	+$713K	0.15%	197
2024 Q2	–	Sell	-12,153	Closed	-$652K	–	1026
2024 Q1	$652K	Buy	+12,153	New	+$593K	0.14%	225
2023 Q4	–	Sell	-4,527	Closed	-$223K	–	1102
2023 Q3	$223K	Sell	4,527 -1,502	-25%	-$73.4K	0.04%	636
2023 Q2	$288K	Sell	6,029 -134	-2%	-$5.85K	0.04%	508
2023 Q1	$244K	Buy	+6,163	New	+$255K	0.03%	476
2022 Q1	–	Sell	-15,697	Closed	-$375K	–	1099
2021 Q4	$375K	Buy	15,697 +3,480	+28%	+$89.1K	0.02%	723
2021 Q3	$306K	Buy	+12,217	New	+$323K	0.06%	338
2020 Q4	–	Sell	-96,471	Closed	-$1.62M	–	1079
2020 Q3	$1.62M	Sell	96,471 -121,477	-56%	-$2.16M	0.21%	150
2020 Q2	$3.62M	Buy	217,948 +84,536	+63%	+$1.33M	0.46%	23
2020 Q1	$2M	Buy	+133,412	New	+$3.21M	0.27%	87

Other funds holding UNM

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Fidelity Investments

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Dimensional Fund Advisors

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

LSV Asset Management

LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return