Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2020
Q3
Sell
-11
Closed 611
2020
Q2
$0 Sell
11
-86,355
-100% -$1.36M ﹤0.01% 632
2020
Q1
$1.3M Sell
86,366
-5,400
-6% -$130K 0.02% 543
2019
Q4
$2.68M Buy
91,766
+20,800
+29% +$605K 0.03% 507
2019
Q3
$2.11M Buy
70,966
+26,845
+61% +$797K 0.03% 518
2019
Q2
$1.48M Sell
44,121
-18,300
-29% -$634K 0.02% 572
2019
Q1
$2.11M Buy
62,421
+143
+0.2% +$4.98K 0.03% 529
2018
Q4
$1.83M Sell
62,278
-5,100
-8% -$178K 0.03% 497
2018
Q3
$2.63M Sell
67,378
-4,319
-6% -$161K 0.04% 508
2018
Q2
$2.65M Buy
71,697
+9,177
+15% +$383K 0.04% 512
2018
Q1
$2.98M Sell
62,520
-504
-0.8% -$26.3K 0.05% 466
2017
Q4
$3.46M Buy
63,024
+8,739
+16% +$469K 0.05% 425
2017
Q3
$2.78M Sell
54,285
-4,895
-8% -$239K 0.05% 403
2017
Q2
$2.76M Buy
59,180
+9,221
+18% +$424K 0.06% 398
2017
Q1
$2.34M Sell
49,959
-2,772
-5% -$130K 0.06% 397
2016
Q4
$2.32M Sell
52,731
-6,621
-11% -$265K 0.05% 410
2016
Q3
$2.1M Buy
59,352
+1,195
+2% +$40.4K 0.05% 484
2016
Q2
$1.85M Buy
58,157
+2,260
+4% +$76.4K 0.04% 496
2016
Q1
$1.73M Buy
55,897
+2,965
+6% +$87K 0.04% 521
2015
Q4
$1.76M Buy
52,932
+4,295
+9% +$148K 0.05% 484
2015
Q3
$1.56M Sell
48,637
-6,834
-12% -$235K 0.04% 508
2015
Q2
$1.98M Sell
55,471
-5,022
-8% -$176K 0.05% 479
2015
Q1
$2.04M Sell
60,493
-2,661
-4% -$88.3K 0.05% 489
2014
Q4
$2.2M Sell
63,154
-2,872
-4% -$97K 0.05% 475
2014
Q3
$2.27M Sell
66,026
-3,402
-5% -$120K 0.05% 453
2014
Q2
$2.41M Sell
69,428
-1,178
-2% -$40.2K 0.05% 465
2014
Q1
$2.49M Buy
70,606
+2,688
+4% +$91.8K 0.05% 454
2013
Q4
$2.38M Sell
67,918
-7,790
-10% -$255K 0.05% 458
2013
Q3
$2.31M Sell
75,708
-8,422
-10% -$259K 0.05% 458
2013
Q2
$2.47M Buy
+84,130
New +$2.34M 0.05% 441

Other funds holding UNM