Cresset Asset Management’s Unum UNM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q4 | – | Sell |
-2,840
| Closed | -$221K | – | 1703 |
|
|
2025
Q3 | $221K | Buy |
+2,840
| New | +$213K | ﹤0.01% | 1379 |
|
|
2025
Q2 | – | Sell |
-6,329
| Closed | -$516K | – | 1781 |
|
|
2025
Q1 | $516K | Sell |
6,329
-1,644
| -21% | -$127K | ﹤0.01% | 1055 |
|
|
2024
Q4 | $582K | Sell |
7,973
-33,265
| -81% | -$2.29M | ﹤0.01% | 1015 |
|
|
2024
Q3 | $2.45M | Buy |
41,238
+6,197
| +18% | +$337K | 0.01% | 704 |
|
|
2024
Q2 | $1.79M | Buy |
35,041
+6,385
| +22% | +$330K | 0.01% | 770 |
|
|
2024
Q1 | $1.54M | Sell |
28,656
-988
| -3% | -$48.2K | 0.01% | 774 |
|
|
2023
Q4 | $1.34M | Sell |
29,644
-995
| -3% | -$45.3K | 0.01% | 765 |
|
|
2023
Q3 | $1.51M | Buy |
30,639
+1,163
| +4% | +$56.9K | 0.01% | 665 |
|
|
2023
Q2 | $1.41M | Buy |
+29,476
| New | +$1.29M | 0.01% | 784 |
|
|
2022
Q2 | – | Sell |
-7,889
| Closed | -$249K | – | 1092 |
|
|
2022
Q1 | $249K | Sell |
7,889
-752
| -9% | -$21K | ﹤0.01% | 846 |
|
|
2021
Q4 | $213K | Sell |
8,641
-12,554
| -59% | -$321K | ﹤0.01% | 1018 |
|
|
2021
Q3 | $531K | Buy |
21,195
+1,296
| +7% | +$34.3K | 0.01% | 600 |
|
|
2021
Q2 | $565K | Sell |
19,899
-583
| -3% | -$17.1K | 0.01% | 520 |
|
|
2021
Q1 | $570K | Buy |
20,482
+3,453
| +20% | +$89.6K | 0.01% | 442 |
|
|
2020
Q4 | $391K | Buy |
17,029
+908
| +6% | +$18.8K | 0.01% | 472 |
|
|
2020
Q3 | $271K | Buy |
16,121
+1,142
| +8% | +$20.3K | 0.01% | 545 |
|
|
2020
Q2 | $249K | Buy |
+14,979
| New | +$236K | 0.01% | 531 |
|
|
2019
Q2 | – | Sell |
-537
| Closed | -$18K | – | 1648 |
|
|
2019
Q1 | $18K | Buy |
537
+280
| +109% | +$9.75K | ﹤0.01% | 1053 |
|
|
2018
Q4 | $8K | Buy |
+257
| New | +$8.99K | ﹤0.01% | 918 |
|
Other funds holding UNM
