EDRH
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Edmond de Rothschild Holding’s Unum UNM Stock Holding History

Edmond de Rothschild Holding’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
2025
Q1 		– Sell
-2,367
Closed -$173K – 631
2024
Q4 		$173K Hold
2,367
– – ﹤0.01% 418
2024
Q3 		$141K Hold
2,367
– – ﹤0.01% 444
2024
Q2 		$121K Hold
2,367
– – ﹤0.01% 472
2024
Q1 		$127K Hold
2,367
– – ﹤0.01% 481
2023
Q4 		$107K Hold
2,367
– – ﹤0.01% 502
2023
Q3 		$116K Hold
2,367
– – ﹤0.01% 471
2023
Q2 		$113K Sell
2,367
-247
-9% -$10.8K ﹤0.01% 490
2023
Q1 		$103K Buy
+2,614
New +$108K ﹤0.01% 509
2016
Q1 		– Sell
-24,000
Closed -$799K – 862
2015
Q4 		$799K Buy
24,000
+11,163
+87% +$385K 0.02% 303
2015
Q3 		$412K Buy
+12,837
New +$442K 0.01% 372

Other funds holding UNM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return