Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
Sell
-10,235
Closed -$834K 2077
2025
Q1
$834K Sell
10,235
-41,929
-80% -$3.23M ﹤0.01% 1342
2024
Q4
$3.81M Buy
+52,164
New +$3.6M 0.02% 860
2021
Q3
Sell
-12,267
Closed -$350K 2274
2021
Q2
$350K Buy
+12,267
New +$361K ﹤0.01% 1532
2021
Q1
Sell
-9,441
Closed -$217K 2344
2020
Q4
$217K Sell
9,441
-4,711
-33% -$97.4K ﹤0.01% 1380
2020
Q3
$238K Buy
+14,152
New +$252K ﹤0.01% 1163
2018
Q4
Sell
-109,348
Closed -$4.29M 1431
2018
Q3
$4.29M Buy
109,348
+81,197
+288% +$3.03M 0.03% 523
2018
Q2
$1.04M Buy
28,151
+6,813
+32% +$284K 0.01% 860
2018
Q1
$1.02K Sell
21,338
-4,271
-17% -$223K ﹤0.01% 1045
2017
Q4
$1.41M Buy
25,609
+10,684
+72% +$574K 0.01% 999
2017
Q3
$763K Sell
14,925
-124,801
-89% -$6.09M 0.01% 1128
2017
Q2
$6.5M Buy
+139,726
New +$6.43M 0.05% 468
2017
Q1
Sell
-31,350
Closed -$1.38M 1656
2016
Q4
$1.38M Buy
+31,350
New +$1.25M 0.01% 974
2015
Q4
Sell
-8,475
Closed -$272K 2121
2015
Q3
$272K Sell
8,475
-39,697
-82% -$1.37M ﹤0.01% 1234
2015
Q2
$1.71M Buy
+48,172
New +$1.68M 0.01% 889
2015
Q1
Sell
-19,623
Closed -$681K 2329
2014
Q4
$681K Buy
19,623
+10,473
+114% +$354K 0.01% 1503
2014
Q3
$316K Sell
9,150
-4,558
-33% -$160K ﹤0.01% 2134
2014
Q2
$476K Sell
13,708
-47,705
-78% -$1.63M ﹤0.01% 1817
2014
Q1
$2.17M Buy
61,413
+43,535
+244% +$1.49M 0.02% 1136
2013
Q4
$627K Sell
17,878
-23,973
-57% -$785K ﹤0.01% 1181
2013
Q3
$1.27M Buy
41,851
+19,507
+87% +$599K 0.01% 990
2013
Q2
$654K Buy
+22,344
New +$622K 0.01% 1178

Other funds holding UNM