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ALPS Advisors’s Unum UNM Stock Holding History

ALPS Advisors’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
Q3 		– Sell
-4,453
Closed -$360K – 1159
2025
Q2 		$360K Buy
4,453
+54
+1% +$4.26K ﹤0.01% 852
2025
Q1 		$358K Sell
4,399
-1,951
-31% -$150K ﹤0.01% 738
2024
Q4 		$464K Hold
6,350
– – ﹤0.01% 630
2024
Q3 		$377K Buy
+6,350
New +$345K ﹤0.01% 700
2021
Q4 		– Sell
-895,900
Closed -$22.5M – 976
2021
Q3 		$22.5M Buy
895,900
+70,112
+8% +$1.86M 0.22% 88
2021
Q2 		$23.5M Buy
825,788
+29,636
+4% +$871K 0.21% 99
2021
Q1 		$22.2M Sell
796,152
-89,048
-10% -$2.31M 0.22% 98
2020
Q4 		$20.3M Buy
+885,200
New +$18.3M 0.23% 92
2020
Q3 		– Sell
-15,053
Closed -$250K – 944
2020
Q2 		$250K Sell
15,053
-1,674
-10% -$26.4K ﹤0.01% 650
2020
Q1 		$251K Buy
+16,727
New +$402K ﹤0.01% 569

Other funds holding UNM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return