Kovitz Investment Group Partners’s Unum UNM Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.4M Buy
17,422
+268
+2% +$21.6K 0.01% 715
2025
Q1
$1.4M Sell
17,154
-1,057
-6% -$86.1K 0.01% 655
2024
Q4
$1.33M Buy
18,211
+147
+0.8% +$10.7K 0.01% 655
2024
Q3
$870K Buy
+18,064
New +$870K 0.01% 653