Anchor Investment Management’s Unum UNM Stock Holding History

Anchor Investment Management’s Portfolio UNM Stock Details UNM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$3.19M	Sell	39,533 -9,870	-20%	-$797K	0.28%	93
2025 Q1	$4.02M	Hold	49,403	–	–	0.38%	71
2024 Q4	$3.61M	Hold	49,403	–	–	0.34%	79
2024 Q3	$2.94M	Hold	49,403	–	–	0.28%	96
2024 Q2	$2.52M	Hold	49,403	–	–	0.26%	100
2024 Q1	$2.65M	Hold	49,403	–	–	0.28%	100
2023 Q4	$2.23M	Hold	49,403	–	–	0.26%	102
2023 Q3	$2.43M	Hold	49,403	–	–	0.32%	87
2023 Q2	$2.36M	Hold	49,403	–	–	0.3%	96
2023 Q1	$1.95M	Hold	49,403	–	–	0.27%	102
2022 Q4	$2.03M	Hold	49,403	–	–	0.29%	95
2022 Q3	$1.92M	Hold	49,403	–	–	0.3%	89
2022 Q2	$1.68M	Hold	49,403	–	–	0.24%	105
2022 Q1	$1.56M	Hold	49,403	–	–	0.2%	124
2021 Q4	$1.21M	Sell	49,403 -1,170	-2%	-$28.7K	0.15%	150
2021 Q3	$1.27M	Sell	50,573 -2,855	-5%	-$71.5K	0.18%	127
2021 Q2	$1.52M	Buy	53,428 +4,025	+8%	+$114K	0.21%	120
2021 Q1	$1.37M	Hold	49,403	–	–	0.21%	117
2020 Q4	$1.13M	Buy	49,403 +1,276	+3%	+$29.3K	0.2%	117
2020 Q3	$810K	Hold	48,127	–	–	0.16%	136
2020 Q2	$798K	Hold	48,127	–	–	0.18%	135
2020 Q1	$722K	Hold	48,127	–	–	0.19%	130
2019 Q4	$1.4M	Sell	48,127 -1,280	-3%	-$37.3K	0.3%	101
2019 Q3	$1.47M	Hold	49,407	–	–	0.34%	88
2019 Q2	$1.66M	Hold	49,407	–	–	0.4%	74
2019 Q1	$1.67M	Hold	49,407	–	–	0.42%	69
2018 Q4	$1.45M	Buy	49,407 +700	+1%	+$20.6K	0.41%	68
2018 Q3	$1.9M	Buy	48,707 +1,000	+2%	+$39.1K	0.44%	62
2018 Q2	$1.76M	Hold	47,707	–	–	0.43%	65
2018 Q1	$2.27M	Hold	47,707	–	–	0.59%	43
2017 Q4	$2.62M	Sell	47,707 -555	-1%	-$30.5K	0.69%	34
2017 Q3	$2.47M	Sell	48,262 -6	-0%	-$307	0.72%	37
2017 Q2	$2.25M	Hold	48,268	–	–	0.75%	37
2017 Q1	$2.26M	Sell	48,268 -968	-2%	-$45.4K	0.78%	34
2016 Q4	$2.16M	Sell	49,236 -400	-0.8%	-$17.6K	0.81%	32
2016 Q3	$1.75M	Hold	49,636	–	–	0.68%	40
2016 Q2	$1.58M	Buy	49,636 +825	+2%	+$26.2K	0.62%	44
2016 Q1	$1.51M	Buy	+48,811	New	+$1.51M	0.62%	47