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LNWWM
Laird Norton Wetherby Wealth Management’s
Unum
UNM
Stock Holding History
Laird Norton Wetherby Wealth 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
2025
Q3
$1.07M
Buy
13,709
+165
+1%
+$12.4K
0.04%
363
2025
Q2
$1.09M
Buy
+13,544
New
+$1.07M
0.05%
334
2024
Q4
$535K
Sell
7,320
-252
-3%
-$17.4K
0.03%
504
2024
Q3
$450K
Sell
7,572
-34
-0.4%
-$1.85K
0.02%
598
2024
Q2
$389K
Sell
7,606
-219
-3%
-$11.3K
0.02%
617
2024
Q1
$420K
Sell
7,825
-1,626
-17%
-$79.3K
0.02%
621
2023
Q4
$427K
Sell
9,451
-302
-3%
-$13.8K
0.02%
598
2023
Q3
$480K
Buy
9,753
+16
+0.2%
+$782
0.03%
537
2023
Q2
$464K
Buy
9,737
+300
+3%
+$13.1K
0.03%
563
2023
Q1
$373K
Buy
9,437
+208
+2%
+$8.59K
0.02%
628
2022
Q4
$379K
Buy
9,229
+339
+4%
+$14.2K
0.02%
605
2022
Q3
$345K
Buy
8,890
+579
+7%
+$21.2K
0.02%
608
2022
Q2
$283K
Buy
8,311
+92
+1%
+$3.11K
0.02%
705
2022
Q1
$259K
Buy
8,219
+11
+0.1%
+$307
0.01%
760
2021
Q4
$202K
Buy
8,208
+117
+1%
+$3K
0.01%
867
2021
Q3
$203K
Sell
8,091
-484
-6%
-$12.8K
0.01%
857
2021
Q2
$244K
Buy
8,575
+177
+2%
+$5.2K
0.02%
791
2021
Q1
$234K
Buy
+8,398
New
+$218K
0.02%
699
2018
Q2
–
Sell
-4,215
Closed
-$201K
–
667
2018
Q1
$201K
Buy
4,215
+44
+1%
+$2.3K
0.03%
609
2017
Q4
$229K
Buy
4,171
+41
+1%
+$2.2K
0.03%
551
2017
Q3
$211K
Buy
+4,130
New
+$201K
0.03%
552
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
Fidelity Investments
Boston, Massachusetts
$1.9T AUM
41.92%
1-Year Est. Return
First Trust Advisors
Wheaton, Illinois
$140B AUM
27.84%
1-Year Est. Return
Charles Schwab
San Francisco, California
$654B AUM
26.35%
1-Year Est. Return
State Street
Boston, Massachusetts
$2.9T AUM
29.55%
1-Year Est. Return
Dimensional Fund Advisors
Austin, Texas
$481B AUM
30.42%
1-Year Est. Return
Geode Capital Management
Boston, Massachusetts
$1.61T AUM
30.72%
1-Year Est. Return
Morgan Stanley
New York
$1.66T AUM
25.57%
1-Year Est. Return
LSV Asset Management
Chicago, Illinois
$46.4B AUM
27.74%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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