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Mount Yale Investment Advisors’s Unum UNM Stock Holding History

Mount Yale Investment 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 		– Sell
-52
Closed -$4.2K – 1545
2025
Q2 		$4.2K Buy
+52
New +$4.11K ﹤0.01% 1253
2018
Q4 		– Sell
-1,192
Closed -$45K – 764
2018
Q3 		$45K Sell
1,192
-197
-14% -$7.35K 0.01% 622
2018
Q2 		$51K Buy
1,389
+503
+57% +$21K 0.01% 622
2018
Q1 		$42K Buy
+886
New +$46.3K 0.01% 645

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Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
First Trust Advisors
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Charles Schwab
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State Street
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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