Northwest & Ethical Investments’s Unum UNM Stock Holding History

Northwest & Ethical Investments’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	-14,034	Closed	-$1.13M	–	557
2025 Q2	$1.13M	Sell	14,034 -4,700	-25%	-$371K	0.03%	320
2025 Q1	$1.52M	Buy	18,734 +15,834	+546%	+$1.22M	0.04%	274
2024 Q4	$212K	Buy	+2,900	New	+$200K	0.01%	400
2018 Q4	–	Sell	-2,000	Closed	-$78.1K	–	406
2018 Q3	$78.1K	Sell	2,000 -1,600	-44%	-$59.7K	﹤0.01%	339
2018 Q2	$133K	Sell	3,600 -38,777	-92%	-$1.62M	0.01%	342
2018 Q1	$2.02M	Buy	42,377 +700	+2%	+$36.6K	0.14%	216
2017 Q4	$2.29M	Buy	41,677 +39,477	+1,794%	+$2.12M	0.15%	200
2017 Q3	$128K	Buy	2,200 +100	+5%	+$4.88K	0.01%	333
2017 Q2	$97.9K	Sell	2,100 -61,544	-97%	-$2.83M	0.01%	343
2017 Q1	$2.98M	Sell	63,644 -700	-1%	-$32.8K	0.2%	136
2016 Q4	$2.83M	Buy	64,344 +24,300	+61%	+$972K	0.19%	132
2016 Q3	$1.41M	Buy	+40,044	New	+$1.35M	0.1%	215

Other funds holding UNM

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Fidelity Investments

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

First Trust Advisors

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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 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