Caldwell Trust’s Unum UNM Stock Holding History

Caldwell Trust’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
2024 Q1	–	Sell	-77	Closed	-$3.48K	–	737
2023 Q4	$3.48K	Hold	77	–	–	﹤0.01%	671
2023 Q3	$3.79K	Hold	77	–	–	﹤0.01%	665
2023 Q2	$3.67K	Hold	77	–	–	﹤0.01%	694
2023 Q1	$3.05K	Hold	77	–	–	﹤0.01%	693
2022 Q4	$3.16K	Hold	77	–	–	﹤0.01%	683
2022 Q3	$2.99K	Hold	77	–	–	﹤0.01%	683
2022 Q2	$2.62K	Hold	77	–	–	﹤0.01%	710
2022 Q1	$2.43K	Hold	77	–	–	﹤0.01%	713
2021 Q4	$1.89K	Hold	77	–	–	﹤0.01%	711
2021 Q3	$1.93K	Hold	77	–	–	﹤0.01%	704
2021 Q2	$2.19K	Buy	+77	New	+$2.26K	﹤0.01%	711

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

Fidelity Investments

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

Norges Bank Oslo, Norway $935B AUM

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

Charles Schwab San Francisco, California $654B AUM 26.35% 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

AQR Capital Management

AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

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