Neumann Capital Management’s Unum UNM Stock Holding History

Neumann Capital Management’s Portfolio UNM Stock Details UNM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$1.28M	Hold	15,898	–	–	0.4%	54
2025 Q1	$1.3M	Sell	15,898 -100	-0.6%	-$8.15K	0.45%	51
2024 Q4	$1.17M	Sell	15,998 -685	-4%	-$50K	0.39%	52
2024 Q3	$992K	Sell	16,683 -2,000	-11%	-$119K	0.33%	59
2024 Q2	$955K	Sell	18,683 -300	-2%	-$15.3K	0.33%	60
2024 Q1	$1.02M	Buy	18,983 +5,100	+37%	+$274K	0.36%	60
2023 Q4	$628K	Hold	13,883	–	–	0.25%	66
2023 Q3	$683K	Hold	13,883	–	–	0.3%	60
2023 Q2	$662K	Hold	13,883	–	–	0.27%	61
2023 Q1	$549K	Hold	13,883	–	–	0.24%	63
2022 Q4	$570K	Sell	13,883 -300	-2%	-$12.3K	0.27%	62
2022 Q3	$550K	Hold	14,183	–	–	0.28%	65
2022 Q2	$483K	Hold	14,183	–	–	0.24%	66
2022 Q1	$447K	Hold	14,183	–	–	0.19%	67
2021 Q4	$349K	Hold	14,183	–	–	0.14%	75
2021 Q3	$355K	Buy	14,183 +1,165	+9%	+$29.2K	0.16%	71
2021 Q2	$370K	Hold	13,018	–	–	0.17%	69
2021 Q1	$362K	Hold	13,018	–	–	0.17%	64
2020 Q4	$299K	Hold	13,018	–	–	0.15%	69
2020 Q3	$219K	Sell	13,018 -1,380	-10%	-$23.2K	0.13%	72
2020 Q2	$239K	Sell	14,398 -1,600	-10%	-$26.6K	0.15%	67
2020 Q1	$240K	Buy	15,998 +1,300	+9%	+$19.5K	0.17%	65
2019 Q4	$429K	Sell	14,698 -700	-5%	-$20.4K	0.25%	61
2019 Q3	$458K	Hold	15,398	–	–	0.28%	61
2019 Q2	$517K	Sell	15,398 -750	-5%	-$25.2K	0.32%	59
2019 Q1	$546K	Buy	16,148 +958	+6%	+$32.4K	0.35%	58
2018 Q4	$446K	Sell	15,190 -9,390	-38%	-$276K	0.34%	58
2018 Q3	$960K	Hold	24,580	–	–	0.57%	48
2018 Q2	$909K	Buy	24,580 +650	+3%	+$24K	0.57%	49
2018 Q1	$1.14M	Buy	23,930 +7,780	+48%	+$370K	0.72%	42
2017 Q4	$887K	Hold	16,150	–	–	0.54%	49
2017 Q3	$826K	Hold	16,150	–	–	0.51%	50
2017 Q2	$753K	Buy	16,150 +3,150	+24%	+$147K	0.48%	53
2017 Q1	$610K	Hold	13,000	–	–	0.4%	55
2016 Q4	$571K	Hold	13,000	–	–	0.37%	59
2016 Q3	$459K	Hold	13,000	–	–	0.31%	62
2016 Q2	$413K	Hold	13,000	–	–	0.27%	64
2016 Q1	$402K	Hold	13,000	–	–	0.26%	63
2015 Q4	$433K	Buy	13,000 +450	+4%	+$15K	0.3%	63
2015 Q3	$403K	Buy	12,550 +950	+8%	+$30.5K	0.28%	67
2015 Q2	$415K	Buy	11,600 +2,100	+22%	+$75.1K	0.27%	66
2015 Q1	$320K	Hold	9,500	–	–	0.2%	69
2014 Q4	$331K	Buy	+9,500	New	+$331K	0.22%	68