Everence Capital Management’s Unum UNM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $377K | Hold |
4,670
| – | – | 0.02% | 486 |
|
|
2025
Q1 | $380K | Hold |
4,670
| – | – | 0.03% | 456 |
|
|
2024
Q4 | $341K | Buy |
+4,670
| New | +$341K | 0.02% | 525 |
|
|
2020
Q3 | – | Sell |
-83,690
| Closed | -$1.27M | – | 745 |
|
|
2020
Q2 | $1.27M | Hold |
83,690
| – | – | 0.15% | 118 |
|
|
2020
Q1 | $1.26M | Buy |
83,690
+69,730
| +499% | +$1.05M | 0.18% | 100 |
|
|
2019
Q4 | $407K | Hold |
13,960
| – | – | 0.06% | 358 |
|
|
2019
Q3 | $415K | Hold |
13,960
| – | – | 0.07% | 318 |
|
|
2019
Q2 | $468K | Hold |
13,960
| – | – | 0.08% | 286 |
|
|
2019
Q1 | $472K | Buy |
+13,960
| New | +$472K | 0.08% | 262 |
|
|
2018
Q4 | – | Sell |
-5,160
| Closed | -$202K | – | 449 |
|
|
2018
Q3 | $202K | Buy |
+5,160
| New | +$202K | 0.04% | 411 |
|
|
2018
Q2 | – | Sell |
-5,160
| Closed | -$246K | – | 445 |
|
|
2018
Q1 | $246K | Hold |
5,160
| – | – | 0.05% | 351 |
|
|
2017
Q4 | $283K | Hold |
5,160
| – | – | 0.06% | 319 |
|
|
2017
Q3 | $264K | Hold |
5,160
| – | – | 0.06% | 306 |
|
|
2017
Q2 | $241K | Hold |
5,160
| – | – | 0.06% | 314 |
|
|
2017
Q1 | $242K | Hold |
5,160
| – | – | 0.06% | 302 |
|
|
2016
Q4 | $227K | Sell |
5,160
-3,580
| -41% | -$157K | 0.07% | 302 |
|
|
2016
Q3 | $309K | Buy |
+8,740
| New | +$309K | 0.09% | 247 |
|