Eagle Asset Management’s Unum UNM Stock Holding History

Eagle Asset Management’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 Q4	–	Sell	-147,196	Closed	-$7.24M	–	597
2023 Q3	$7.24M	Buy	147,196 +1,629	+1%	+$79.6K	0.04%	308
2023 Q2	$6.94M	Buy	+145,567	New	+$6.35M	0.04%	310
2018 Q2	–	Sell	-49,374	Closed	-$2.35M	–	662
2018 Q1	$2.35M	Sell	49,374 -9,002	-15%	-$470K	0.01%	521
2017 Q4	$3.2M	Buy	58,376 +1,101	+2%	+$59.1K	0.02%	488
2017 Q3	$2.96M	Buy	57,275 +23	+0%	+$1.12K	0.02%	492
2017 Q2	$2.67M	Sell	57,252 -2,318	-4%	-$107K	0.02%	509
2017 Q1	$2.79M	Sell	59,570 -6,187	-9%	-$290K	0.02%	511
2016 Q4	$2.89M	Sell	65,757 -3,390	-5%	-$136K	0.02%	498
2016 Q3	$2.44M	Buy	69,147 +131	+0.2%	+$4.43K	0.02%	528
2016 Q2	$2.19M	Buy	69,016 +594	+0.9%	+$20.1K	0.02%	536
2016 Q1	$2.12M	Buy	68,422 +4,059	+6%	+$119K	0.01%	539
2015 Q4	$2.14M	Sell	64,363 -4,662	-7%	-$161K	0.01%	544
2015 Q3	$2.21M	Buy	+69,025	New	+$2.38M	0.02%	543
2013 Q3	–	Sell	-129,666	Closed	-$3.81M	–	712
2013 Q2	$3.81M	Buy	+129,666	New	+$3.61M	0.03%	506

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

Norges Bank Oslo, Norway $935B AUM

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

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

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

AQR Capital Management

AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return