BerganKDV Wealth Management’s Unum UNM Stock Holding History

BerganKDV Wealth 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
2023 Q2	–	Sell	-33	Closed	-$1.32K	–	1074
2023 Q1	$1.32K	Hold	33	–	–	﹤0.01%	877
2022 Q4	$1.37K	Hold	33	–	–	﹤0.01%	847
2022 Q3	$1K	Hold	33	–	–	﹤0.01%	936
2022 Q2	$1K	Hold	33	–	–	﹤0.01%	943
2022 Q1	$1K	Hold	33	–	–	﹤0.01%	967
2021 Q4	$1K	Sell	33 -32	-49%	-$819	﹤0.01%	1020
2021 Q3	$2K	Hold	65	–	–	﹤0.01%	914
2021 Q2	$2K	Buy	65 +1	+2%	+$29	﹤0.01%	853
2021 Q1	$2K	Hold	64	–	–	﹤0.01%	811
2020 Q4	$1K	Sell	64 -14	-18%	-$289	﹤0.01%	906
2020 Q3	$1K	Hold	78	–	–	﹤0.01%	871
2020 Q2	$1K	Buy	78 +35	+81%	+$552	﹤0.01%	910
2020 Q1	$1K	Buy	43 +14	+48%	+$337	﹤0.01%	890
2019 Q4	$1K	Buy	+29	New	+$843	﹤0.01%	905

Other funds holding UNM

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

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

Fidelity Investments

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

Norges Bank Oslo, Norway $935B AUM

Dimensional Fund Advisors

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

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

Viking Global Investors

Viking Global Investors Stamford, Connecticut $35.7B AUM 21.3% 1-Year Est. Return

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

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

Donald Smith & Co New York $5.56B AUM 47.13% 1-Year Est. Return