MNBTD
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Moody National Bank Trust Division’s Unum UNM Stock Holding History

Moody National Bank Trust Division’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
2021
Q4 		– Sell
-35,920
Closed -$900K – 413
2021
Q3 		$900K Hold
35,920
– – 0.01% 288
2021
Q2 		$1.02M Hold
35,920
– – 0.02% 282
2021
Q1 		$1M Hold
35,920
– – 0.02% 280
2020
Q4 		$824K Hold
35,920
– – 0.02% 274
2020
Q3 		$605K Hold
35,920
– – 0.02% 274
2020
Q2 		$596K Buy
+35,920
New +$567K 0.02% 274

Other funds holding UNM

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
DSC
Donald Smith & Co New York $5.56B AUM 47.13% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return