HL
UNM icon

HeadInvest LLC’s Unum UNM Stock Holding History

HeadInvest LLC’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
Q4 		– Sell
-3,770
Closed -$185K – 668
2023
Q3 		$185K Buy
+3,770
New +$184K 0.04% 227
2023
Q1 		– Sell
-6,405
Closed -$263K – 227
2022
Q4 		$263K Sell
6,405
-1,170
-15% -$49K 0.06% 190
2022
Q3 		$294K Buy
7,575
+150
+2% +$5.49K 0.07% 175
2022
Q2 		$253K Hold
7,425
– – 0.06% 191
2022
Q1 		$234K Sell
7,425
-5,095
-41% -$142K 0.04% 212
2021
Q4 		$308K Buy
12,520
+945
+8% +$24.2K 0.05% 192
2021
Q3 		$290K Buy
11,575
+45
+0.4% +$1.19K 0.06% 189
2021
Q2 		$327K Buy
11,530
+285
+3% +$8.38K 0.06% 181
2021
Q1 		$312K Buy
11,245
+2,415
+27% +$62.7K 0.06% 178
2020
Q4 		$203K Buy
+8,830
New +$183K 0.04% 209

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
State Street
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
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
DSC
Donald Smith & Co New York $5.56B AUM 47.13% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return