Calamos Advisors

Calamos Advisors’s Unum UNM Stock Holding History

Calamos 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
2026 Q1	$287K	Buy	+3,925	New	+$293K	﹤0.01%	1037
2019 Q2	–	Sell	-277,500	Closed	-$9.39M	–	797
2019 Q1	$9.39M	Sell	277,500 -422,500	-60%	-$14.7M	0.06%	321
2018 Q4	$20.6M	Buy	+700,000	New	+$24.5M	0.15%	211
2018 Q3	–	Hold	0	–	–	–	732
2018 Q2	–	Sell	-4,260	Closed	-$203K	–	644
2018 Q1	$203K	Hold	4,260	–	–	﹤0.01%	593
2017 Q4	$234K	Sell	4,260 -150	-3%	-$8.05K	﹤0.01%	578
2017 Q3	$225K	Sell	4,410 -1,015	-19%	-$49.5K	﹤0.01%	585
2017 Q2	$253K	Hold	5,425	–	–	﹤0.01%	583
2017 Q1	$254K	Hold	5,425	–	–	﹤0.01%	586
2016 Q4	$238K	Buy	+5,425	New	+$217K	﹤0.01%	604
2016 Q3	–	Sell	-9,790	Closed	-$311K	–	635
2016 Q2	$311K	Hold	9,790	–	–	﹤0.01%	572
2016 Q1	$303K	Hold	9,790	–	–	﹤0.01%	587
2015 Q4	$326K	Hold	9,790	–	–	﹤0.01%	604
2015 Q3	$314K	Hold	9,790	–	–	﹤0.01%	629
2015 Q2	$350K	Hold	9,790	–	–	﹤0.01%	612
2015 Q1	$330K	Buy	+9,790	New	+$325K	﹤0.01%	624

Other funds holding UNM

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

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Fidelity Investments

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

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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

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

Geode Capital Management

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

First Trust Advisors

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

LSV Asset Management

LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return