Disciplined Investments’s Unum UNM Stock Holding History

Disciplined Investments’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
2023 Q3	–	Sell	-51	Closed	-$2.43K	–	1462
2023 Q2	$2.43K	Sell	51 -1	-2%	-$44	﹤0.01%	586
2023 Q1	$2.06K	Sell	52 -5	-9%	-$206	﹤0.01%	648
2022 Q4	$2.34K	Sell	57 -3	-5%	-$126	﹤0.01%	575
2022 Q3	$2K	Buy	60 +2	+3%	+$73	﹤0.01%	731
2022 Q2	$2K	Buy	58 +10	+21%	+$338	﹤0.01%	751
2022 Q1	$2K	Buy	+48	New	+$1.34K	﹤0.01%	800

Other funds holding UNM

BlackRock New York $5.72T 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

Norges Bank Oslo, Norway $935B AUM

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

Dimensional Fund Advisors

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

Viking Global Investors

Viking Global Investors Stamford, Connecticut $35.7B AUM 21.3% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 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