Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$76.2M Buy
1,042,923
+499,941
+92% +$37.3M 0.06% 492
2025
Q4
$42.1M Buy
542,982
+469,123
+635% +$35.9M 0.03% 798
2025
Q3
$5.74M Buy
73,859
+44,521
+152% +$3.34M ﹤0.01% 2090
2025
Q2
$2.37M Buy
29,338
+3,478
+13% +$275K ﹤0.01% 2619
2025
Q1
$2.11M Sell
25,860
-44,879
-63% -$3.46M ﹤0.01% 2566
2024
Q4
$5.17M Sell
70,739
-397,627
-85% -$27.4M 0.01% 1956
2024
Q3
$27.8M Sell
468,366
-220,317
-32% -$12M 0.04% 806
2024
Q2
$35.2M Sell
688,683
-18,112
-3% -$937K 0.05% 593
2024
Q1
$37.9M Sell
706,795
-309,739
-30% -$15.1M 0.05% 588
2023
Q4
$46M Buy
1,016,534
+910,773
+861% +$41.5M 0.07% 517
2023
Q3
$5.2M Sell
105,761
-36,373
-26% -$1.78M 0.01% 1779
2023
Q2
$6.78M Buy
142,134
+101,456
+249% +$4.43M 0.01% 1646
2023
Q1
$1.61M Buy
40,678
+33,936
+503% +$1.4M ﹤0.01% 2840
2022
Q4
$277K Buy
+6,742
New +$282K ﹤0.01% 4121
2022
Q3
Hold
0
5573
2022
Q2
Sell
-36,224
Closed -$1.23M 5836
2022
Q1
$1.14M Sell
36,224
-1,087,061
-97% -$30.4M ﹤0.01% 3797
2021
Q4
$27.6M Buy
1,123,285
+706,260
+169% +$18.1M 0.03% 875
2021
Q3
$10.5M Buy
+417,025
New +$11M 0.01% 1481
2021
Q1
Sell
-130,504
Closed -$2.99M 4551
2020
Q4
$2.99M Sell
130,504
-430,042
-77% -$8.89M ﹤0.01% 2272
2020
Q3
$9.43M Sell
560,546
-343,733
-38% -$6.11M 0.01% 1280
2020
Q2
$15M Sell
904,279
-276,183
-23% -$4.36M 0.02% 947
2020
Q1
$17.7M Sell
1,180,462
-1,049,595
-47% -$25.2M 0.03% 687
2019
Q4
$65M Buy
2,230,057
+182,287
+9% +$5.3M 0.1% 312
2019
Q3
$60.9M Buy
2,047,770
+597,318
+41% +$17.7M 0.1% 321
2019
Q2
$48.7M Buy
1,450,452
+859,388
+145% +$29.8M 0.07% 384
2019
Q1
$20M Buy
591,064
+524,788
+792% +$18.3M 0.03% 728
2018
Q4
$1.95M Sell
66,276
-622,033
-90% -$21.8M ﹤0.01% 2171
2018
Q3
$26.9M Sell
688,309
-155,930
-18% -$5.82M 0.04% 643
2018
Q2
$31.2M Buy
844,239
+82,671
+11% +$3.45M 0.05% 524
2018
Q1
$36.3M Buy
761,568
+329,196
+76% +$17.2M 0.06% 440
2017
Q4
$23.7M Buy
432,372
+341,465
+376% +$18.3M 0.04% 605
2017
Q3
$4.65M Buy
90,907
+5,680
+7% +$277K 0.01% 1429
2017
Q2
$3.97M Buy
85,227
+68,419
+407% +$3.15M 0.01% 1522
2017
Q1
$788K Sell
16,808
-2,713
-14% -$127K ﹤0.01% 2468
2016
Q4
$857K Sell
19,521
-180,309
-90% -$7.21M ﹤0.01% 2546
2016
Q3
$7.06M Buy
199,830
+145,127
+265% +$4.91M 0.02% 1087
2016
Q2
$1.74M Buy
+54,703
New +$1.85M ﹤0.01% 2030
2015
Q3
Sell
-172,136
Closed -$6.15M 3927
2015
Q2
$6.15M Sell
172,136
-245,795
-59% -$8.6M 0.01% 1320
2015
Q1
$14.1M Buy
+417,931
New +$13.9M 0.03% 773
2014
Q4
Sell
-63,856
Closed -$2.19M 4329
2014
Q3
$2.19M Buy
+63,856
New +$2.24M ﹤0.01% 2169
2014
Q2
Hold
0
4617
2014
Q1
Hold
0
4715
2013
Q4
Sell
-95,776
Closed -$3.14M 4789
2013
Q3
$2.92M Sell
95,776
-181,796
-65% -$5.58M 0.01% 2099
2013
Q2
$8.15M Buy
+277,572
New +$7.73M 0.02% 1005

Other funds holding UNM