Hussman Strategic Advisors’s Unum UNM Stock Holding History

Hussman Strategic Advisors’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 Q4	–	Sell	-31,500	Closed	-$1.87M	–	307
2024 Q3	$1.87M	Sell	31,500 -21,000	-40%	-$1.14M	0.46%	97
2024 Q2	$2.68M	Hold	52,500	–	–	0.74%	42
2024 Q1	$2.82M	Buy	52,500 +2,100	+4%	+$102K	0.66%	59
2023 Q4	$2.28M	Sell	50,400 -12,000	-19%	-$547K	0.52%	72
2023 Q3	$3.07M	Hold	62,400	–	–	0.59%	47
2023 Q2	$2.98M	Sell	62,400 -30,600	-33%	-$1.34M	0.55%	44
2023 Q1	$3.68M	Hold	93,000	–	–	0.58%	38
2022 Q4	$3.82M	Hold	93,000	–	–	0.62%	42
2022 Q3	$3.61M	Hold	93,000	–	–	0.62%	39
2022 Q2	$3.16M	Sell	93,000 -11,000	-11%	-$372K	0.55%	50
2022 Q1	$3.28M	Hold	104,000	–	–	0.64%	40
2021 Q4	$2.56M	Sell	104,000 -51,000	-33%	-$1.31M	0.56%	56
2021 Q3	$3.88M	Buy	155,000 +31,000	+25%	+$821K	0.86%	12
2021 Q2	$3.52M	Buy	124,000 +16,000	+15%	+$470K	0.73%	19
2021 Q1	$3.01M	Buy	+108,000	New	+$2.8M	0.62%	39
2013 Q4	–	Sell	-500,000	Closed	-$15.2M	–	225
2013 Q3	$15.2M	Buy	+500,000	New	+$15.4M	0.84%	59

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

Norges Bank Oslo, Norway $935B AUM

Fidelity Investments

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

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

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

LSV Asset Management

LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return