IFAM
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Institutional & Family Asset Management’s Unum UNM Stock Holding History

Institutional & Family Asset Management’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
Q1 		– Sell
-176
Closed -$7.22K – 765
2022
Q4 		$7.22K Hold
176
– – ﹤0.01% 413
2022
Q3 		$7K Sell
176
-7
-4% -$256 ﹤0.01% 436
2022
Q2 		$6K Hold
183
– – ﹤0.01% 474
2022
Q1 		$6K Hold
183
– – ﹤0.01% 536
2021
Q4 		$4K Hold
183
– – ﹤0.01% 603
2021
Q3 		$5K Hold
183
– – ﹤0.01% 678
2021
Q2 		$5K Sell
183
-817
-82% -$24K ﹤0.01% 724
2021
Q1 		$28K Hold
1,000
– – 0.01% 449
2020
Q4 		$23K Buy
+1,000
New +$20.7K ﹤0.01% 426

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
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Viking Global Investors
Viking Global Investors Stamford, Connecticut $35.7B AUM 21.3% 1-Year Est. Return
DSC
Donald Smith & Co New York $5.56B AUM 47.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return