LSA
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Lion Street Advisors’s Unum UNM Stock Holding History

Lion Street 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
2025
Q3 		$256K Buy
10,070
+4,319
+75% +$324K 0.09% 177
2025
Q2 		$464K Hold
5,751
– – 0.14% 156
2025
Q1 		$468K Hold
5,751
– – 0.15% 151
2024
Q4 		$420K Hold
5,751
– – 0.13% 153
2024
Q3 		$342K Hold
5,751
– – 0.12% 187
2024
Q2 		$294K Hold
5,751
– – 0.11% 195
2024
Q1 		$260K Hold
5,751
– – 0.11% 202
2023
Q4 		$260K Hold
5,751
– – 0.11% 202
2023
Q3 		$283K Sell
5,751
-4,319
-43% -$211K 0.09% 196
2023
Q2 		$256K Buy
10,070
+50
+0.5% +$2.18K 0.09% 193
2023
Q1 		$396K Buy
+10,020
New +$414K 0.12% 142

Other funds holding UNM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return