MAI Capital Management’s Unum UNM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $3.97M | Sell |
54,327
-925
| -2% | -$69K | 0.02% | 456 |
|
|
2025
Q4 | $4.28M | Sell |
55,252
-2,582
| -4% | -$197K | 0.02% | 433 |
|
|
2025
Q3 | $4.5M | Buy |
57,834
+55,264
| +2,150% | +$4.14M | 0.03% | 390 |
|
|
2025
Q2 | $208K | Buy |
2,570
+614
| +31% | +$48.5K | ﹤0.01% | 1159 |
|
|
2025
Q1 | $159K | Sell |
1,956
-14
| -0.7% | -$1.08K | ﹤0.01% | 1205 |
|
|
2024
Q4 | $144K | Buy |
+1,970
| New | +$136K | ﹤0.01% | 1273 |
|
|
2024
Q3 | – | Sell |
-22,403
| Closed | -$1.15M | – | 1244 |
|
|
2024
Q2 | $1.15M | Sell |
22,403
-1,557
| -6% | -$80.6K | 0.01% | 562 |
|
|
2024
Q1 | $1.29M | Sell |
23,960
-1,168
| -5% | -$56.9K | 0.01% | 501 |
|
|
2023
Q4 | $1.14M | Sell |
25,128
-5,229
| -17% | -$238K | 0.02% | 436 |
|
|
2023
Q3 | $1.49M | Sell |
30,357
-3,032
| -9% | -$148K | 0.02% | 354 |
|
|
2023
Q2 | $1.59M | Sell |
33,389
-125
| -0.4% | -$5.45K | 0.02% | 346 |
|
|
2023
Q1 | $1.33M | Buy |
33,514
+6,869
| +26% | +$284K | 0.02% | 368 |
|
|
2022
Q4 | $1.09M | Buy |
26,645
+7,153
| +37% | +$300K | 0.02% | 395 |
|
|
2022
Q3 | $756K | Buy |
+19,492
| New | +$713K | 0.01% | 433 |
|
|
2018
Q2 | – | Sell |
-5,812
| Closed | -$277K | – | 496 |
|
|
2018
Q1 | $277K | Buy |
5,812
+66
| +1% | +$3.45K | 0.02% | 366 |
|
|
2017
Q4 | $315K | Buy |
5,746
+72
| +1% | +$3.87K | 0.02% | 349 |
|
|
2017
Q3 | $290K | Sell |
5,674
-1,708
| -23% | -$83.3K | 0.02% | 341 |
|
|
2017
Q2 | $344K | Sell |
7,382
-125
| -2% | -$5.75K | 0.02% | 319 |
|
|
2017
Q1 | $352K | Sell |
7,507
-37
| -0.5% | -$1.73K | 0.02% | 305 |
|
|
2016
Q4 | $331K | Sell |
7,544
-4
| -0.1% | -$160 | 0.02% | 314 |
|
|
2016
Q3 | $267K | Buy |
7,548
+686
| +10% | +$23.2K | 0.02% | 358 |
|
|
2016
Q2 | $218K | Buy |
6,862
+344
| +5% | +$11.6K | 0.02% | 374 |
|
|
2016
Q1 | $202K | Buy |
+6,518
| New | +$191K | 0.02% | 387 |
|
|
2015
Q3 | – | Sell |
-7,663
| Closed | -$274K | – | 469 |
|
|
2015
Q2 | $274K | Sell |
7,663
-206
| -3% | -$7.2K | 0.02% | 381 |
|
|
2015
Q1 | $265K | Buy |
7,869
+477
| +6% | +$15.8K | 0.02% | 405 |
|
|
2014
Q4 | $258K | Buy |
7,392
+248
| +3% | +$8.37K | 0.02% | 390 |
|
|
2014
Q3 | $246K | Buy |
+7,144
| New | +$251K | 0.02% | 335 |
|
Other funds holding UNM
VPM
VCM
