Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$14.8M Sell
202,661
-22,130
-10% -$1.65M 0.03% 648
2025
Q4
$17.4M Sell
224,791
-18,887
-8% -$1.44M 0.03% 568
2025
Q3
$19M Buy
243,678
+108,362
+80% +$8.12M 0.04% 522
2025
Q2
$10.9M Sell
135,316
-45,895
-25% -$3.62M 0.02% 746
2025
Q1
$14.8M Sell
181,211
-5,621
-3% -$433K 0.04% 571
2024
Q4
$13.6M Sell
186,832
-223,738
-54% -$15.4M 0.04% 606
2024
Q3
$24.4M Sell
410,570
-217,646
-35% -$11.8M 0.07% 384
2024
Q2
$32.1M Sell
628,216
-161,248
-20% -$8.34M 0.08% 273
2024
Q1
$42.4M Buy
789,464
+193,109
+32% +$9.42M 0.11% 209
2023
Q4
$27M Buy
+596,355
New +$27.2M 0.08% 305
2023
Q3
Sell
-661,468
Closed -$32.3M 250
2023
Q2
$31.6M Buy
+661,468
New +$28.9M 0.1% 254
2023
Q1
Sell
-454,778
Closed -$18.8M 453
2022
Q4
$18.7M Sell
454,778
-40,135
-8% -$1.68M 0.07% 360
2022
Q3
$19.2M Buy
+494,913
New +$18.1M 0.09% 265
2022
Q2
Sell
-470,033
Closed -$15.9M 272
2022
Q1
$14.8M Sell
470,033
-255,265
-35% -$7.13M 0.05% 438
2021
Q4
$17.8M Buy
725,298
+122,986
+20% +$3.15M 0.06% 413
2021
Q3
$15.1M Buy
602,312
+282,133
+88% +$7.47M 0.05% 436
2021
Q2
$9.09M Buy
320,179
+220,727
+222% +$6.49M 0.03% 618
2021
Q1
$2.77M Sell
99,452
-679,882
-87% -$17.6M 0.01% 982
2020
Q4
$17.9M Sell
779,334
-54,480
-7% -$1.13M 0.08% 249
2020
Q3
$14M Sell
833,814
-55,370
-6% -$985K 0.06% 365
2020
Q2
$14.8M Buy
889,184
+177,263
+25% +$2.8M 0.07% 248
2020
Q1
$10.7M Sell
711,921
-622,769
-47% -$15M 0.07% 270
2019
Q4
$38.9M Sell
1,334,690
-123,072
-8% -$3.58M 0.13% 181
2019
Q3
$43.3M Buy
1,457,762
+120,751
+9% +$3.59M 0.16% 145
2019
Q2
$44.9M Buy
1,337,011
+460,352
+53% +$15.9M 0.16% 141
2019
Q1
$29.7M Sell
876,659
-829,294
-49% -$28.9M 0.11% 212
2018
Q4
$50.1M Buy
1,705,953
+1,114,991
+189% +$39M 0.22% 94
2018
Q3
$23.1M Buy
590,962
+578,602
+4,681% +$21.6M 0.09% 271
2018
Q2
$457K Sell
12,360
-68,729
-85% -$2.87M ﹤0.01% 1831
2018
Q1
$3.86M Buy
+81,089
New +$4.24M 0.02% 989

Other funds holding UNM