Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$116M Buy
1,581,728
+334,539
+27% +$25M 0.02% 945
2025
Q4
$96.7M Sell
1,247,189
-262,268
-17% -$20.1M 0.01% 1015
2025
Q3
$117M Sell
1,509,457
-14,844
-1% -$1.11M 0.02% 841
2025
Q2
$123M Sell
1,524,301
-59,076
-4% -$4.67M 0.02% 782
2025
Q1
$129M Sell
1,583,377
-317,316
-17% -$24.5M 0.02% 672
2024
Q4
$139M Sell
1,900,693
-258,334
-12% -$17.8M 0.03% 648
2024
Q3
$128M Sell
2,159,027
-70,076
-3% -$3.81M 0.02% 696
2024
Q2
$114M Buy
2,229,103
+319,447
+17% +$16.5M 0.02% 736
2024
Q1
$102M Sell
1,909,656
-107,711
-5% -$5.25M 0.02% 770
2023
Q4
$91.2M Buy
2,017,367
+291,757
+17% +$13.3M 0.02% 834
2023
Q3
$84.9M Sell
1,725,610
-9,835
-0.6% -$481K 0.02% 804
2023
Q2
$82.8M Sell
1,735,445
-31,617
-2% -$1.38M 0.02% 803
2023
Q1
$69.9M Sell
1,767,062
-701,910
-28% -$29M 0.02% 854
2022
Q4
$101M Sell
2,468,972
-192,748
-7% -$8.08M 0.03% 716
2022
Q3
$103M Buy
2,661,720
+19,233
+0.7% +$703K 0.03% 662
2022
Q2
$89.9M Buy
2,642,487
+81,853
+3% +$2.77M 0.03% 743
2022
Q1
$80.7M Buy
2,560,634
+18,330
+0.7% +$512K 0.02% 906
2021
Q4
$62.5M Buy
2,542,304
+793,407
+45% +$20.3M 0.02% 1157
2021
Q3
$43.8M Buy
1,748,897
+244,632
+16% +$6.48M 0.01% 1373
2021
Q2
$42.7M Buy
1,504,265
+298,738
+25% +$8.78M 0.01% 1398
2021
Q1
$33.5M Sell
1,205,527
-206,040
-15% -$5.35M 0.01% 1483
2020
Q4
$32.4M Sell
1,411,567
-1,091,885
-44% -$22.6M 0.01% 1468
2020
Q3
$42.1M Sell
2,503,452
-1,182,175
-32% -$21M 0.01% 1133
2020
Q2
$61.1M Buy
3,685,627
+57,585
+2% +$909K 0.02% 815
2020
Q1
$54.5M Sell
3,628,042
-40,037
-1% -$963K 0.02% 805
2019
Q4
$107M Buy
3,668,079
+157,098
+4% +$4.57M 0.03% 659
2019
Q3
$104M Buy
3,510,981
+33,684
+1% +$1M 0.03% 631
2019
Q2
$117M Sell
3,477,297
-345,378
-9% -$12M 0.04% 588
2019
Q1
$129M Buy
3,822,675
+900,940
+31% +$31.4M 0.04% 527
2018
Q4
$85.8M Buy
2,921,735
+311,666
+12% +$10.9M 0.03% 696
2018
Q3
$102M Buy
2,610,069
+60,228
+2% +$2.25M 0.03% 744
2018
Q2
$94.3M Buy
2,549,841
+101,481
+4% +$4.23M 0.03% 782
2018
Q1
$117M Sell
2,448,360
-212,455
-8% -$11.1M 0.03% 683
2017
Q4
$146M Sell
2,660,815
-452,353
-15% -$24.3M 0.04% 601
2017
Q3
$159M Sell
3,113,168
-403,086
-11% -$19.7M 0.05% 539
2017
Q2
$164M Buy
3,516,254
+999,065
+40% +$45.9M 0.05% 499
2017
Q1
$118M Buy
2,517,189
+303,001
+14% +$14.2M 0.04% 666
2016
Q4
$97.3M Sell
2,214,188
-88,594
-4% -$3.54M 0.04% 790
2016
Q3
$81.3M Buy
2,302,782
+343,280
+18% +$11.6M 0.03% 847
2016
Q2
$62.3M Buy
1,959,502
+373,857
+24% +$12.6M 0.03% 959
2016
Q1
$49M Buy
1,585,645
+696,616
+78% +$20.4M 0.02% 1090
2015
Q4
$29.6M Buy
889,029
+300,005
+51% +$10.3M 0.01% 1483
2015
Q3
$18.9M Sell
589,024
-300,853
-34% -$10.4M 0.01% 1759
2015
Q2
$31.8M Sell
889,877
-2,337,916
-72% -$81.8M 0.01% 1457
2015
Q1
$109M Sell
3,227,793
-504,071
-14% -$16.7M 0.05% 598
2014
Q4
$130M Buy
3,731,864
+13,590
+0.4% +$459K 0.06% 548
2014
Q3
$128M Sell
3,718,274
-317,092
-8% -$11.1M 0.06% 531
2014
Q2
$140M Sell
4,035,366
-222,565
-5% -$7.6M 0.06% 504
2014
Q1
$150M Buy
4,257,931
+3,216,015
+309% +$110M 0.07% 433
2013
Q4
$36.5M Buy
1,041,916
+385,046
+59% +$12.6M 0.02% 1286
2013
Q3
$20M Buy
656,870
+646
+0.1% +$19.8K 0.01% 1624
2013
Q2
$19.3M Buy
+656,224
New +$18.3M 0.01% 1569

Other funds holding UNM