Freedom Investment Management’s Unum UNM Stock Holding History

Freedom Investment Management’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 Q3	–	Sell	-4,593	Closed	-$371K	–	680
2025 Q2	$371K	Sell	4,593 -372	-7%	-$29.4K	0.03%	525
2025 Q1	$404K	Sell	4,965 -14	-0.3%	-$1.08K	0.03%	483
2024 Q4	$364K	Sell	4,979 -502	-9%	-$34.6K	0.03%	532
2024 Q3	$326K	Sell	5,481 -652	-11%	-$35.4K	0.03%	572
2024 Q2	$313K	Buy	6,133 +132	+2%	+$6.83K	0.03%	578
2024 Q1	$322K	Sell	6,001 -708	-11%	-$34.5K	0.03%	580
2023 Q4	$303K	Buy	6,709 +86	+1%	+$3.92K	0.02%	596
2023 Q3	$326K	Sell	6,623 -1,216	-16%	-$59.4K	0.04%	473
2023 Q2	$374K	Buy	7,839 +110	+1%	+$4.8K	0.04%	478
2023 Q1	$306K	Sell	7,729 -3,652	-32%	-$151K	0.03%	547
2022 Q4	$467K	Buy	+11,381	New	+$477K	0.05%	455

Other funds holding UNM

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Fidelity Investments

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

First Trust Advisors

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Dimensional Fund Advisors

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LSV Asset Management

LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return