Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2024
Q2
Sell
-15,037
Closed -$807K 803
2024
Q1
$807K Buy
+15,037
New +$733K 0.01% 667
2022
Q1
Sell
-150,000
Closed -$3.69M 670
2021
Q4
$3.69M Buy
+150,000
New +$3.84M 0.02% 312
2021
Q3
Sell
-52,026
Closed -$1.48M 632
2021
Q2
$1.48M Sell
52,026
-6,378
-11% -$187K 0.01% 479
2021
Q1
$1.63M Sell
58,404
-23,444
-29% -$608K 0.01% 491
2020
Q4
$1.88M Buy
81,848
+10,351
+14% +$214K 0.01% 567
2020
Q3
$1.2M Buy
71,497
+6,986
+11% +$124K 0.01% 504
2020
Q2
$1.07M Buy
64,511
+7,339
+13% +$116K 0.01% 490
2020
Q1
$858K Buy
57,172
+32,781
+134% +$789K 0.01% 475
2019
Q4
$711K Buy
24,391
+630
+3% +$18.3K 0.01% 732
2019
Q3
$706K Sell
23,761
-13,060
-35% -$388K 0.01% 636
2019
Q2
$1.24M Buy
36,821
+8,400
+30% +$291K 0.01% 625
2019
Q1
$961K Sell
28,421
-2,120
-7% -$73.8K 0.01% 596
2018
Q4
$897K Sell
30,541
-307,282
-91% -$10.8M 0.01% 566
2018
Q3
$13.2M Buy
337,823
+306,578
+981% +$11.4M 0.13% 188
2018
Q2
$1.16M Buy
31,245
+2,563
+9% +$107K 0.01% 645
2018
Q1
$1.37M Sell
28,682
-16,682
-37% -$872K 0.02% 574
2017
Q4
$2.49M Buy
45,364
+12,495
+38% +$671K 0.02% 497
2017
Q3
$1.68M Buy
32,869
+616
+2% +$30K 0.02% 483
2017
Q2
$1.5M Buy
32,253
+8,302
+35% +$382K 0.02% 522
2017
Q1
$1.12M Buy
23,951
+7,974
+50% +$373K 0.01% 491
2016
Q4
$702K Buy
+15,977
New +$639K 0.01% 479
2015
Q3
Hold
0
279
2015
Q2
Hold
0
224
2014
Q4
Hold
0
95
2014
Q3
Hold
0
76

Other funds holding UNM