Copperwynd Financial’s Unum UNM Stock Holding History

Copperwynd Financial’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
2021 Q4	–	Sell	-19,069	Closed	-$478K	–	127
2021 Q3	$478K	Buy	19,069 +692	+4%	+$18.3K	0.2%	99
2021 Q2	$522K	Buy	18,377 +165	+0.9%	+$4.85K	0.22%	93
2021 Q1	$507K	Buy	18,212 +3,999	+28%	+$104K	0.23%	77
2020 Q4	$326K	Sell	14,213 -4,695	-25%	-$97.1K	0.16%	104
2020 Q3	$318K	Sell	18,908 -393	-2%	-$6.99K	0.17%	94
2020 Q2	$320K	Buy	19,301 +688	+4%	+$10.9K	0.18%	85
2020 Q1	$279K	Buy	18,613 +4,660	+33%	+$112K	0.13%	72
2019 Q4	$407K	Sell	13,953 -514	-4%	-$14.9K	0.22%	91
2019 Q3	$431K	Buy	14,467 +2,805	+24%	+$83.3K	0.24%	90
2019 Q2	$391K	Buy	11,662 +433	+4%	+$15K	0.22%	86
2019 Q1	$380K	Buy	11,229 +714	+7%	+$24.9K	0.23%	83
2018 Q4	$309K	Buy	10,515 +157	+2%	+$5.5K	0.19%	73
2018 Q3	$405K	Buy	10,358 +874	+9%	+$32.6K	0.25%	70
2018 Q2	$351K	Buy	9,484 +668	+8%	+$27.9K	0.25%	67
2018 Q1	$420K	Buy	8,816 +691	+9%	+$36.1K	0.29%	52
2017 Q4	$446K	Buy	+8,125	New	+$436K	0.33%	46

Other funds holding UNM

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

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Fidelity Investments

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

Dimensional Fund Advisors

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

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

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

Arrowstreet Capital

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

Norges Bank Oslo, Norway $935B AUM

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

LSV Asset Management

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