FM
UNM icon

Freemont Management’s Unum UNM Stock Holding History

Freemont 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
2023
Q1 		– Sell
-327,500
Closed -$13.4M – 113
2022
Q4 		$13.4M Buy
327,500
+118,800
+57% +$4.98M 2.14% 12
2022
Q3 		$8.1M Sell
208,700
-4,900
-2% -$179K 1.48% 19
2022
Q2 		$7.27M Sell
213,600
-10,400
-5% -$352K 1.26% 26
2022
Q1 		$7.06M Sell
224,000
-98,300
-30% -$2.75M 1.07% 39
2021
Q4 		$7.92M Hold
322,300
– – 2.08% 15
2021
Q3 		$8.08M Buy
322,300
+2,300
+0.7% +$60.9K 1.09% 39
2021
Q2 		$9.09M Hold
320,000
– – 1.31% 28
2021
Q1 		$8.91M Hold
320,000
– – 1.47% 28
2020
Q4 		$7.34M Buy
+320,000
New +$6.62M 1.4% 40

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
Norges Bank
Norges Bank Oslo, Norway $935B AUM
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
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Viking Global Investors
Viking Global Investors Stamford, Connecticut $35.7B AUM 21.3% 1-Year Est. Return
DSC
Donald Smith & Co New York $5.56B AUM 47.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return