EWA
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Evolution Wealth Advisors’s Unum UNM Stock Holding History

Evolution Wealth Advisors’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
2021
Q4 		– Sell
-316
Closed -$8K – 604
2021
Q3 		$8K Hold
316
– – ﹤0.01% 436
2021
Q2 		$9K Hold
316
– – ﹤0.01% 430
2021
Q1 		$9K Hold
316
– – ﹤0.01% 435
2020
Q4 		$7K Hold
316
– – ﹤0.01% 407
2020
Q3 		$5K Hold
316
– – ﹤0.01% 443
2020
Q2 		$5K Buy
+316
New +$4.99K ﹤0.01% 374
2019
Q3 		– Sell
-45
Closed -$2K – 587
2019
Q2 		$2K Buy
+45
New +$1.56K ﹤0.01% 449

Other funds holding UNM

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Vanguard Group
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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
DSC
Donald Smith & Co New York $5.56B AUM 47.13% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return