Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$48.4M Buy
663,211
+122,372
+23% +$9.13M ﹤0.01% 1421
2025
Q4
$41.9M Sell
540,839
-126,780
-19% -$9.7M ﹤0.01% 1476
2025
Q3
$51.9M Sell
667,619
-29,394
-4% -$2.2M ﹤0.01% 1389
2025
Q2
$56.3M Sell
697,013
-24,271
-3% -$1.92M ﹤0.01% 1265
2025
Q1
$58.8M Buy
721,284
+9,418
+1% +$726K ﹤0.01% 1222
2024
Q4
$52M Buy
711,866
+88,142
+14% +$6.08M ﹤0.01% 1301
2024
Q3
$37.1M Sell
623,724
-28,795
-4% -$1.56M ﹤0.01% 1528
2024
Q2
$33.4M Buy
652,519
+43,269
+7% +$2.24M ﹤0.01% 1483
2024
Q1
$32.7M Buy
609,250
+41,191
+7% +$2.01M ﹤0.01% 1552
2023
Q4
$25.7M Sell
568,059
-21,770
-4% -$992K ﹤0.01% 1643
2023
Q3
$29M Sell
589,829
-22,563
-4% -$1.1M ﹤0.01% 1412
2023
Q2
$29.2M Sell
612,392
-13,880
-2% -$606K ﹤0.01% 1423
2023
Q1
$24.8M Buy
626,272
+95,426
+18% +$3.94M ﹤0.01% 1510
2022
Q4
$21.8M Sell
530,846
-130,620
-20% -$5.47M ﹤0.01% 1607
2022
Q3
$25.7M Buy
661,466
+113,814
+21% +$4.16M ﹤0.01% 1411
2022
Q2
$18.6M Buy
547,652
+66,035
+14% +$2.24M ﹤0.01% 1677
2022
Q1
$15.2M Sell
481,617
-108,949
-18% -$3.04M ﹤0.01% 1993
2021
Q4
$14.5M Buy
590,566
+90,479
+18% +$2.32M ﹤0.01% 2107
2021
Q3
$12.5M Buy
500,087
+151,238
+43% +$4M ﹤0.01% 2190
2021
Q2
$9.91M Buy
348,849
+32,262
+10% +$948K ﹤0.01% 2444
2021
Q1
$8.81M Buy
316,587
+7,817
+3% +$203K ﹤0.01% 2476
2020
Q4
$7.08M Sell
308,770
-455,409
-60% -$9.42M ﹤0.01% 2502
2020
Q3
$12.8M Buy
764,179
+651,629
+579% +$11.6M ﹤0.01% 1838
2020
Q2
$1.87M Sell
112,550
-45,497
-29% -$718K ﹤0.01% 3150
2020
Q1
$2.37M Sell
158,047
-1,067,610
-87% -$25.7M ﹤0.01% 2837
2019
Q4
$35.7M Sell
1,225,657
-21,405
-2% -$623K 0.01% 1160
2019
Q3
$37.1M Sell
1,247,062
-820,076
-40% -$24.4M 0.01% 1113
2019
Q2
$68M Sell
2,067,138
-528,206
-20% -$18.3M 0.01% 822
2019
Q1
$87.8M Sell
2,595,344
-1,423,528
-35% -$49.6M 0.02% 698
2018
Q4
$118M Sell
4,018,872
-2,164,688
-35% -$75.8M 0.03% 565
2018
Q3
$242M Buy
6,183,560
+712,039
+13% +$26.6M 0.05% 400
2018
Q2
$202M Sell
5,471,521
-879,500
-14% -$36.7M 0.04% 437
2018
Q1
$302M Sell
6,351,021
-183,627
-3% -$9.59M 0.06% 307
2017
Q4
$359M Sell
6,534,648
-350,107
-5% -$18.8M 0.08% 275
2017
Q3
$352M Sell
6,884,755
-151,946
-2% -$7.41M 0.08% 270
2017
Q2
$328M Buy
7,036,701
+415,909
+6% +$19.1M 0.08% 277
2017
Q1
$310M Sell
6,620,792
-918,363
-12% -$43M 0.07% 280
2016
Q4
$331M Sell
7,539,155
-3,002,431
-28% -$120M 0.08% 260
2016
Q3
$372M Buy
10,541,586
+183,517
+2% +$6.21M 0.09% 243
2016
Q2
$329M Buy
10,358,069
+162,611
+2% +$5.5M 0.08% 265
2016
Q1
$315M Sell
10,195,458
-475,429
-4% -$13.9M 0.08% 272
2015
Q4
$355M Sell
10,670,887
-130,109
-1% -$4.49M 0.09% 255
2015
Q3
$346M Sell
10,800,996
-8,096
-0.1% -$279K 0.09% 242
2015
Q2
$386M Sell
10,809,092
-126,974
-1% -$4.44M 0.09% 249
2015
Q1
$369M Buy
10,936,066
+934,963
+9% +$31M 0.08% 272
2014
Q4
$349M Buy
10,001,103
+930,163
+10% +$31.4M 0.08% 284
2014
Q3
$312M Sell
9,070,940
-294,667
-3% -$10.4M 0.07% 288
2014
Q2
$326M Buy
9,365,607
+36,272
+0.4% +$1.24M 0.08% 281
2014
Q1
$329M Buy
9,329,335
+120,609
+1% +$4.12M 0.09% 245
2013
Q4
$323M Sell
9,208,726
-1,452,532
-14% -$47.6M 0.09% 242
2013
Q3
$325M Buy
10,661,258
+302,876
+3% +$9.3M 0.1% 239
2013
Q2
$304M Buy
+10,358,382
New +$288M 0.1% 248

Other funds holding UNM