Gradient Investments’s Unum UNM Stock Holding History

Gradient Investments’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
2026 Q2	$1.6M	Buy	+17,893	New	+$1.48M	0.02%	287
2024 Q3	–	Sell	-167	Closed	-$8.54K	–	1239
2024 Q2	$8.54K	Hold	167	–	–	﹤0.01%	766
2024 Q1	$8.96K	Hold	167	–	–	﹤0.01%	650
2023 Q4	$7.55K	Buy	167 +162	+3,240%	+$7.38K	﹤0.01%	890
2023 Q3	$246	Hold	5	–	–	﹤0.01%	1656
2023 Q2	$239	Buy	+5	New	+$218	﹤0.01%	1621
2020 Q1	–	Sell	-10	Closed	–	–	1247
2019 Q4	$0	Hold	10	–	–	﹤0.01%	1239
2019 Q3	$0	Buy	+10	New	+$297	﹤0.01%	1239
2018 Q4	–	Sell	-17	Closed	-$1K	–	1094
2018 Q3	$1K	Hold	17	–	–	﹤0.01%	941
2018 Q2	$1K	Hold	17	–	–	﹤0.01%	936
2018 Q1	$1K	Hold	17	–	–	﹤0.01%	952
2017 Q4	$1K	Buy	+17	New	+$913	﹤0.01%	962
2015 Q3	–	Sell	-20	Closed	-$1K	–	684
2015 Q2	$1K	Hold	20	–	–	﹤0.01%	590
2015 Q1	$1K	Hold	20	–	–	﹤0.01%	604
2014 Q4	$1K	Hold	20	–	–	﹤0.01%	538
2014 Q3	$1K	Hold	20	–	–	﹤0.01%	457
2014 Q2	$1K	Hold	20	–	–	﹤0.01%	475
2014 Q1	$1K	Buy	+20	New	+$683	﹤0.01%	496

Other funds holding UNM

Assenagon Asset Management

Assenagon Asset Management Senningerberg, Luxembourg $77B AUM 50.57% 1-Year Est. Return

Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return

Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return

Viking Fund Management Minot, North Dakota $1.12B AUM 44.65% 1-Year Est. Return

PensionDanmark Copenhagen O, Denmark $12B AUM

Handelsbanken Fonder

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

HHM Wealth Advisors Chattanooga, Tennessee $994M AUM 23.11% 1-Year Est. Return

Investors Research Corp Atlanta, Georgia $559M AUM 21.55% 1-Year Est. Return

First Citizens Bank & Trust Raleigh, North Carolina $6.69B AUM 24.48% 1-Year Est. Return

QRG Capital Management Chicago, Illinois $12.1B AUM 44.98% 1-Year Est. Return