Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2020
Q2
Sell
-212,406
Closed -$6.05M 875
2020
Q1
$6.05M Hold
212,406
0.07% 301
2019
Q4
$6.19M Buy
212,406
+12,830
+6% +$373K 0.07% 307
2019
Q3
$5.93M Buy
199,576
+446
+0.2% +$13.2K 0.08% 282
2019
Q2
$6.65M Sell
199,130
-81,811
-29% -$2.83M 0.08% 268
2019
Q1
$9.51M Buy
280,941
+6,569
+2% +$229K 0.12% 200
2018
Q4
$8.06M Sell
274,372
-5,040
-2% -$176K 0.12% 192
2018
Q3
$10.9M Sell
279,412
-13,360
-5% -$498K 0.15% 175
2018
Q2
$10.8M Sell
292,772
-54,436
-16% -$2.27M 0.17% 155
2018
Q1
$16.5M Sell
347,208
-49,544
-12% -$2.59M 0.28% 95
2017
Q4
$21.8M Sell
396,752
-40,669
-9% -$2.18M 0.38% 67
2017
Q3
$22.4M Buy
437,421
+125,452
+40% +$6.12M 0.39% 64
2017
Q2
$14.5M Sell
311,969
-146,020
-32% -$6.72M 0.27% 93
2017
Q1
$21.5M Buy
457,989
+149,488
+48% +$7M 0.42% 48
2016
Q4
$13.6M Buy
308,501
+72,726
+31% +$2.91M 0.31% 86
2016
Q3
$8.32M Sell
235,775
-25,523
-10% -$864K 0.2% 130
2016
Q2
$8.31M Buy
261,298
+66,208
+34% +$2.24M 0.22% 123
2016
Q1
$6M Buy
+195,090
New +$5.72M 0.15% 158
2015
Q2
Sell
-89,794
Closed -$3.03M 664
2015
Q1
$3.03M Sell
89,794
-282,968
-76% -$9.39M 0.06% 335
2014
Q4
$13M Buy
+372,762
New +$12.6M 0.27% 114

Other funds holding UNM