Dimensional Fund Advisors’s Unum UNM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $298M | Buy |
4,084,382
+292,670
| +8% | +$21.8M | 0.06% | 354 |
|
|
2025
Q4 | $294M | Buy |
3,791,712
+13,832
| +0.4% | +$1.06M | 0.06% | 351 |
|
|
2025
Q3 | $294M | Buy |
3,777,880
+179,401
| +5% | +$13.4M | 0.06% | 341 |
|
|
2025
Q2 | $291M | Sell |
3,598,479
-689,394
| -16% | -$54.5M | 0.07% | 315 |
|
|
2025
Q1 | $349M | Sell |
4,287,873
-666,387
| -13% | -$51.4M | 0.09% | 209 |
|
|
2024
Q4 | $362M | Sell |
4,954,260
-84,921
| -2% | -$5.85M | 0.09% | 202 |
|
|
2024
Q3 | $300M | Sell |
5,039,181
-263,718
| -5% | -$14.3M | 0.07% | 286 |
|
|
2024
Q2 | $271M | Sell |
5,302,899
-15,874
| -0.3% | -$821K | 0.07% | 294 |
|
|
2024
Q1 | $285M | Sell |
5,318,773
-72,259
| -1% | -$3.52M | 0.08% | 251 |
|
|
2023
Q4 | $244M | Sell |
5,391,032
-285,874
| -5% | -$13M | 0.07% | 295 |
|
|
2023
Q3 | $279M | Sell |
5,676,906
-680,552
| -11% | -$33.3M | 0.09% | 192 |
|
|
2023
Q2 | $303M | Sell |
6,357,458
-1,086,510
| -15% | -$47.4M | 0.1% | 177 |
|
|
2023
Q1 | $294M | Sell |
7,443,968
-940,093
| -11% | -$38.8M | 0.1% | 172 |
|
|
2022
Q4 | $344K | Sell |
8,384,061
-361,390
| -4% | -$15.1M | 0.1% | 142 |
|
|
2022
Q3 | $339M | Buy |
8,745,451
+113,199
| +1% | +$4.14M | 0.13% | 113 |
|
|
2022
Q2 | $294M | Buy |
8,632,252
+247,936
| +3% | +$8.39M | 0.11% | 165 |
|
|
2022
Q1 | $264M | Buy |
8,384,316
+388,508
| +5% | +$10.9M | 0.08% | 250 |
|
|
2021
Q4 | $196M | Sell |
7,995,808
-740,357
| -8% | -$19M | 0.06% | 386 |
|
|
2021
Q3 | $219M | Sell |
8,736,165
-194,577
| -2% | -$5.15M | 0.07% | 300 |
|
|
2021
Q2 | $254M | Buy |
8,930,742
+452,030
| +5% | +$13.3M | 0.08% | 243 |
|
|
2021
Q1 | $236M | Buy |
8,478,712
+1,126,877
| +15% | +$29.2M | 0.08% | 267 |
|
|
2020
Q4 | $169M | Buy |
7,351,835
+309,830
| +4% | +$6.41M | 0.06% | 361 |
|
|
2020
Q3 | $119M | Buy |
7,042,005
+140,315
| +2% | +$2.5M | 0.05% | 457 |
|
|
2020
Q2 | $114M | Buy |
6,901,690
+599,570
| +10% | +$9.46M | 0.05% | 450 |
|
|
2020
Q1 | $94.6M | Buy |
6,302,120
+731,233
| +13% | +$17.6M | 0.05% | 460 |
|
|
2019
Q4 | $162M | Buy |
5,570,887
+26,233
| +0.5% | +$763K | 0.06% | 374 |
|
|
2019
Q3 | $165M | Buy |
5,544,654
+225,434
| +4% | +$6.69M | 0.06% | 334 |
|
|
2019
Q2 | $178M | Buy |
5,319,220
+141,244
| +3% | +$4.89M | 0.07% | 282 |
|
|
2019
Q1 | $175M | Buy |
5,177,976
+302,573
| +6% | +$10.5M | 0.07% | 270 |
|
|
2018
Q4 | $143M | Buy |
4,875,403
+396,764
| +9% | +$13.9M | 0.06% | 294 |
|
|
2018
Q3 | $175M | Buy |
4,478,639
+607,307
| +16% | +$22.7M | 0.07% | 289 |
|
|
2018
Q2 | $143M | Buy |
3,871,332
+645,870
| +20% | +$26.9M | 0.06% | 411 |
|
|
2018
Q1 | $154M | Sell |
3,225,462
-18,628
| -0.6% | -$973K | 0.06% | 340 |
|
|
2017
Q4 | $178M | Sell |
3,244,090
-35,950
| -1% | -$1.93M | 0.07% | 270 |
|
|
2017
Q3 | $168M | Sell |
3,280,040
-8,669
| -0.3% | -$423K | 0.07% | 277 |
|
|
2017
Q2 | $153M | Buy |
3,288,709
+19,134
| +0.6% | +$880K | 0.07% | 281 |
|
|
2017
Q1 | $153M | Buy |
3,269,575
+139,789
| +4% | +$6.55M | 0.07% | 282 |
|
|
2016
Q4 | $137M | Buy |
3,129,786
+2,140
| +0.1% | +$85.6K | 0.07% | 321 |
|
|
2016
Q3 | $110M | Buy |
3,127,646
+97,558
| +3% | +$3.3M | 0.06% | 397 |
|
|
2016
Q2 | $96.3M | Buy |
3,030,088
+62,648
| +2% | +$2.12M | 0.06% | 424 |
|
|
2016
Q1 | $91.8M | Sell |
2,967,440
-13,233
| -0.4% | -$388K | 0.05% | 424 |
|
|
2015
Q4 | $99.2M | Sell |
2,980,673
-29,805
| -1% | -$1.03M | 0.06% | 365 |
|
|
2015
Q3 | $96.6M | Sell |
3,010,478
-15,279
| -0.5% | -$526K | 0.06% | 357 |
|
|
2015
Q2 | $108M | Sell |
3,025,757
-63,634
| -2% | -$2.23M | 0.07% | 340 |
|
|
2015
Q1 | $104M | Sell |
3,089,391
-58,902
| -2% | -$1.95M | 0.07% | 339 |
|
|
2014
Q4 | $110M | Sell |
3,148,293
-24,288
| -0.8% | -$820K | 0.07% | 295 |
|
|
2014
Q3 | $109M | Sell |
3,172,581
-122,397
| -4% | -$4.3M | 0.08% | 267 |
|
|
2014
Q2 | $115M | Sell |
3,294,978
-29,055
| -0.9% | -$992K | 0.08% | 260 |
|
|
2014
Q1 | $117M | Buy |
3,324,033
+36,619
| +1% | +$1.25M | 0.09% | 209 |
|
|
2013
Q4 | $115M | Buy |
3,287,414
+1,913
| +0.1% | +$62.6K | 0.09% | 204 |
|
|
2013
Q3 | $100M | Buy |
3,285,501
+37,851
| +1% | +$1.16M | 0.09% | 229 |
|
|
2013
Q2 | $95.4M | Buy |
+3,247,650
| New | +$90.4M | 0.09% | 218 |
|
Other funds holding UNM
VPM
VCM
