Harbor Investment Advisory’s Unum UNM Stock Holding History

Harbor Investment Advisory’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
2024 Q2	–	Sell	-42	Closed	-$2.25K	–	1459
2024 Q1	$2.25K	Buy	+42	New	+$2.05K	﹤0.01%	1079
2021 Q4	–	Sell	-127	Closed	-$3K	–	1376
2021 Q3	$3K	Hold	127	–	–	﹤0.01%	1211
2021 Q2	$4K	Hold	127	–	–	﹤0.01%	1127
2021 Q1	$4K	Hold	127	–	–	﹤0.01%	1106
2020 Q4	$3K	Buy	127 +60	+90%	+$1.24K	﹤0.01%	1073
2020 Q3	$1K	Hold	67	–	–	﹤0.01%	1102
2020 Q2	$1K	Buy	+67	New	+$1.06K	﹤0.01%	1116

Other funds holding UNM

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

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Fidelity Investments

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

Norges Bank Oslo, Norway $935B AUM

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

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

Dimensional Fund Advisors

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

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

AQR Capital Management

AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

Arrowstreet Capital

Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return