Brookstone Capital Management’s Unum UNM Stock Holding History

Brookstone Capital 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
2025 Q2	–	Sell	-3,170	Closed	-$258K	–	1098
2025 Q1	$258K	Sell	3,170 -262	-8%	-$20.2K	﹤0.01%	908
2024 Q4	$251K	Buy	+3,432	New	+$237K	﹤0.01%	880
2023 Q1	–	Sell	-6,936	Closed	-$285K	–	886
2022 Q4	$285K	Sell	6,936 -13,876	-67%	-$581K	0.01%	702
2022 Q3	$846K	Sell	20,812 -55,373	-73%	-$2.03M	0.02%	433
2022 Q2	$2.55M	Buy	76,185 +66,008	+649%	+$2.23M	0.06%	256
2022 Q1	$327K	Buy	+10,177	New	+$284K	0.01%	639
2021 Q3	–	Sell	-35,025	Closed	-$968K	–	790
2021 Q2	$968K	Buy	35,025 +2,822	+9%	+$82.9K	0.02%	371
2021 Q1	$896K	Sell	32,203 -10,471	-25%	-$272K	0.03%	267
2020 Q4	$979K	Buy	42,674 +30,324	+246%	+$627K	0.04%	232
2020 Q3	$208K	Buy	+12,350	New	+$220K	0.01%	402
2015 Q4	–	Sell	-448	Closed	-$14K	–	842
2015 Q3	$14K	Hold	448	–	–	﹤0.01%	956
2015 Q2	$16K	Buy	+448	New	+$15.7K	﹤0.01%	968

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