Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2023
Q1
Sell
-452
Closed -$18.5K 825
2022
Q4
$18.5K Sell
452
-3,827
-89% -$160K ﹤0.01% 613
2022
Q3
$166K Sell
4,279
-165
-4% -$6.04K 0.01% 613
2022
Q2
$151K Buy
4,444
+96
+2% +$3.25K 0.01% 655
2022
Q1
$137K Buy
+4,348
New +$121K 0.01% 738
2021
Q4
Sell
-15,346
Closed -$385K 2288
2021
Q3
$385K Sell
15,346
-78,865
-84% -$2.09M 0.02% 527
2021
Q2
$2.68M Buy
94,211
+21,592
+30% +$635K 0.12% 141
2021
Q1
$2.02M Buy
72,619
+67,618
+1,352% +$1.75M 0.1% 168
2020
Q4
$115K Sell
5,001
-16,395
-77% -$339K 0.03% 397
2020
Q3
$360K Buy
21,396
+1,372
+7% +$24.4K 0.02% 458
2020
Q2
$332K Sell
20,024
-12,578
-39% -$198K 0.02% 470
2020
Q1
$489K Buy
32,602
+10,820
+50% +$260K 0.04% 339
2019
Q4
$636K Buy
21,782
+1,037
+5% +$30.2K 0.04% 358
2019
Q3
$616K Sell
20,745
-2,308
-10% -$68.5K 0.04% 365
2019
Q2
$774K Buy
23,053
+2,713
+13% +$94K 0.05% 302
2019
Q1
$688K Buy
+20,340
New +$708K 0.05% 321
2018
Q2
Sell
-381
Closed -$18K 1687
2018
Q1
$18K Sell
381
-156
-29% -$8.15K ﹤0.01% 914
2017
Q4
$29K Buy
+537
New +$28.8K ﹤0.01% 827
2017
Q3
Sell
-12,024
Closed -$560K 1769
2017
Q2
$560K Sell
12,024
-29,500
-71% -$1.36M 0.05% 341
2017
Q1
$1.95M Buy
41,524
+4,800
+13% +$225K 0.17% 125
2016
Q4
$1.61M Buy
36,724
+11,794
+47% +$472K 0.15% 150
2016
Q3
$880K Sell
24,930
-17,344
-41% -$587K 0.07% 275
2016
Q2
$1.34M Buy
42,274
+24,115
+133% +$815K 0.13% 179
2016
Q1
$562K Buy
18,159
+15,814
+674% +$464K 0.05% 366
2015
Q4
$78K Buy
2,345
+1,726
+279% +$59.5K 0.01% 642
2015
Q3
$20K Hold
619
﹤0.01% 649
2015
Q2
$22K Sell
619
-34
-5% -$1.19K ﹤0.01% 435
2015
Q1
$22K Buy
+653
New +$21.7K ﹤0.01% 479
2014
Q1
Sell
-16,410
Closed -$576K 392
2013
Q4
$576K Buy
16,410
+140
+0.9% +$4.58K 0.1% 162
2013
Q3
$496K Buy
16,270
+15
+0.1% +$461 0.09% 157
2013
Q2
$478K Buy
+16,255
New +$453K 0.09% 153

Other funds holding UNM