HAI
Hennessy Advisors Inc’s Unum UNM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $8.59M | Buy |
+106,400
| New | +$8.59M | 0.29% | 103 |
|
|
2024
Q2 | – | Sell |
-106,000
| Closed | -$5.69M | – | 330 |
|
|
2024
Q1 | $5.69M | Buy |
106,000
+32,400
| +44% | +$1.74M | 0.24% | 99 |
|
|
2023
Q4 | $3.33M | Buy |
+73,600
| New | +$3.33M | 0.17% | 167 |
|
|
2018
Q1 | – | Sell |
-80,300
| Closed | -$4.41M | – | 427 |
|
|
2017
Q4 | $4.41M | Sell |
80,300
-776,900
| -91% | -$42.6M | 0.14% | 164 |
|
|
2017
Q3 | $43.8M | Sell |
857,200
-73,800
| -8% | -$3.77M | 1.36% | 15 |
|
|
2017
Q2 | $43.4M | Sell |
931,000
-38,100
| -4% | -$1.78M | 1.33% | 16 |
|
|
2017
Q1 | $45.4M | Sell |
969,100
-22,800
| -2% | -$1.07M | 1.34% | 15 |
|
|
2016
Q4 | $43.6M | Buy |
+991,900
| New | +$43.6M | 1.29% | 19 |
|