Coombe, Bender & Co’s Unum UNM Stock Holding History

Coombe, Bender & Co’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 Q2	$708K	Sell	13,855 -267	-2%	-$13.8K	0.42%	44
2024 Q1	$758K	Sell	14,122 -1,386	-9%	-$67.6K	0.46%	44
2023 Q4	$701K	Sell	15,508 -219	-1%	-$9.97K	0.44%	48
2023 Q3	$774K	Buy	15,727 +58	+0.4%	+$2.83K	0.58%	43
2023 Q2	$747K	Buy	15,669 +449	+3%	+$19.6K	0.54%	44
2023 Q1	$602K	Buy	15,220 +171	+1%	+$7.06K	0.47%	47
2022 Q4	$617K	Sell	15,049 -288	-2%	-$12.1K	0.56%	44
2022 Q3	$595K	Sell	15,337 -300	-2%	-$11K	0.53%	48
2022 Q2	$532K	Buy	+15,637	New	+$529K	0.45%	51

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

Arrowstreet Capital

Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return