Alaska Permanent Fund’s Unum UNM Stock Holding History

Alaska Permanent Fund’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
2025 Q2	–	Sell	-70,058	Closed	-$5.44M	–	411
2025 Q1	$5.44M	Hold	70,058	–	–	0.08%	102
2024 Q4	$5.12M	Hold	70,058	–	–	0.08%	108
2024 Q3	$4.16M	Hold	70,058	–	–	0.06%	125
2024 Q2	$4.03M	Sell	70,058 -559	-0.8%	-$28.9K	0.06%	124
2024 Q1	$3.79M	Buy	70,617 +9,814	+16%	+$478K	0.06%	127
2023 Q4	$2.75M	Buy	60,803 +9,603	+19%	+$437K	0.05%	187
2023 Q3	$2.52M	Hold	51,200	–	–	0.05%	183
2023 Q2	$2.44M	Buy	+51,200	New	+$2.23M	0.05%	191
2022 Q4	$2.86M	Hold	69,700	–	–	0.05%	119
2022 Q3	$2.7M	Hold	69,700	–	–	0.05%	105
2022 Q2	$2.37M	Sell	69,700 -10,900	-14%	-$369K	0.03%	127
2022 Q1	$2.54M	Hold	80,600	–	–	0.04%	120
2021 Q4	$2.05M	Hold	80,600	–	–	0.04%	192
2021 Q3	$2.02M	Hold	80,600	–	–	0.04%	204
2021 Q2	$2.29M	Sell	80,600 -42,500	-35%	-$1.25M	0.04%	195
2021 Q1	$3.43M	Hold	123,100	–	–	0.06%	106
2020 Q4	$2.82M	Hold	123,100	–	–	0.05%	115
2020 Q3	$2.07M	Buy	123,100 +88,060	+251%	+$1.57M	0.03%	187
2020 Q2	$581K	Hold	35,040	–	–	0.01%	179
2020 Q1	$526K	Buy	+35,040	New	+$843K	0.01%	157

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

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

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

First Trust Advisors

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

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

Dimensional Fund Advisors

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

Geode Capital Management

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