Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2024
Q3
Sell
-5,846
Closed -$317K 4640
2024
Q2
$299K Buy
+5,846
New +$302K 0.01% 2545
2024
Q1
Sell
-12,896
Closed -$629K 5370
2023
Q4
$583K Buy
+12,896
New +$587K 0.03% 2505
2023
Q3
Hold
0
5136
2023
Q2
Sell
-60,893
Closed -$2.66M 5303
2023
Q1
$2.41M Buy
+60,893
New +$2.51M 0.15% 1151
2022
Q4
Hold
0
5662
2022
Q3
Hold
0
6538
2022
Q2
Hold
0
6971
2022
Q1
Hold
0
6506
2021
Q4
Hold
0
6323
2021
Q3
Hold
0
6286
2021
Q2
Sell
-70,741
Closed -$2.08M 6258
2021
Q1
$1.97M Sell
70,741
-25,041
-26% -$650K 0.05% 1898
2020
Q4
$2.2M Sell
95,782
-7,383
-7% -$153K 0.04% 1768
2020
Q3
$1.74M Buy
103,165
+59,798
+138% +$1.06M 0.05% 1795
2020
Q2
$719K Buy
43,367
+7,310
+20% +$115K 0.03% 2384
2020
Q1
$541K Buy
+36,057
New +$867K 0.03% 2017
2019
Q4
Hold
0
4516
2019
Q3
Sell
-34,600
Closed -$1.03M 4775
2019
Q2
$1.16M Buy
+34,600
New +$1.2M 0.05% 1681
2019
Q1
Sell
-14,038
Closed -$412K 5063
2018
Q4
$412K Sell
14,038
-222,541
-94% -$7.79M 0.02% 2497
2018
Q3
$9.24M Buy
+236,579
New +$8.83M 0.37% 501

Other funds holding UNM