Evergreen 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 | $1.05M | Buy |
12,966
+133
| +1% | +$10.7K | 0.03% | 354 |
|
|
2025
Q1 | $1.05M | Buy |
12,833
+292
| +2% | +$23.8K | 0.04% | 328 |
|
|
2024
Q4 | $916K | Buy |
12,541
+4
| +0% | +$292 | 0.03% | 354 |
|
|
2024
Q3 | $745K | Sell |
12,537
-36
| -0.3% | -$2.14K | 0.03% | 386 |
|
|
2024
Q2 | $643K | Sell |
12,573
-739
| -6% | -$37.8K | 0.02% | 405 |
|
|
2024
Q1 | $714K | Sell |
13,312
-1,252
| -9% | -$67.2K | 0.03% | 353 |
|
|
2023
Q4 | $659K | Buy |
14,564
+30
| +0.2% | +$1.36K | 0.03% | 363 |
|
|
2023
Q3 | $715K | Sell |
14,534
-152
| -1% | -$7.48K | 0.03% | 326 |
|
|
2023
Q2 | $701K | Buy |
14,686
+141
| +1% | +$6.73K | 0.03% | 328 |
|
|
2023
Q1 | $575K | Sell |
14,545
-286
| -2% | -$11.3K | 0.03% | 354 |
|
|
2022
Q4 | $609K | Sell |
14,831
-1,662
| -10% | -$68.2K | 0.03% | 337 |
|
|
2022
Q3 | $640K | Buy |
16,493
+1,371
| +9% | +$53.2K | 0.03% | 310 |
|
|
2022
Q2 | $514K | Sell |
15,122
-4,391
| -23% | -$149K | 0.03% | 324 |
|
|
2022
Q1 | $615K | Sell |
19,513
-214,073
| -92% | -$6.75M | 0.03% | 341 |
|
|
2021
Q4 | $5.74M | Buy |
233,586
+39,557
| +20% | +$972K | 0.23% | 124 |
|
|
2021
Q3 | $4.86M | Buy |
194,029
+41,166
| +27% | +$1.03M | 0.22% | 123 |
|
|
2021
Q2 | $4.34M | Buy |
152,863
+7,556
| +5% | +$215K | 0.21% | 122 |
|
|
2021
Q1 | $4.04M | Buy |
145,307
+8,278
| +6% | +$230K | 0.21% | 123 |
|
|
2020
Q4 | $3.14M | Buy |
137,029
+2,893
| +2% | +$66.4K | 0.18% | 129 |
|
|
2020
Q3 | $2.26M | Buy |
134,136
+9,069
| +7% | +$153K | 0.16% | 137 |
|
|
2020
Q2 | $2.08M | Buy |
125,067
+44,379
| +55% | +$736K | 0.16% | 133 |
|
|
2020
Q1 | $1.21M | Buy |
80,688
+9,936
| +14% | +$149K | 0.11% | 150 |
|
|
2019
Q4 | $2.06M | Sell |
70,752
-836
| -1% | -$24.4K | 0.17% | 118 |
|
|
2019
Q3 | $2.13M | Buy |
71,588
+725
| +1% | +$21.6K | 0.2% | 109 |
|
|
2019
Q2 | $2.38M | Buy |
70,863
+985
| +1% | +$33K | 0.23% | 100 |
|
|
2019
Q1 | $2.36M | Buy |
69,878
+2,261
| +3% | +$76.5K | 0.24% | 100 |
|
|
2018
Q4 | $1.99M | Sell |
67,617
-124
| -0.2% | -$3.64K | 0.21% | 108 |
|
|
2018
Q3 | $2.65M | Buy |
+67,741
| New | +$2.65M | 0.23% | 96 |
|