Penserra Capital Management’s Unum UNM Stock Holding History

Penserra Capital Management’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
2023 Q4	–	Sell	-16,912	Closed	-$831K	–	1362
2023 Q3	$831K	Buy	+16,912	New	+$827K	0.02%	392
2020 Q3	–	Sell	-59,799	Closed	-$991K	–	1040
2020 Q2	$991K	Buy	59,799 +9,730	+19%	+$154K	0.05%	273
2020 Q1	$776K	Buy	50,069 +45,141	+916%	+$1.09M	0.05%	306
2019 Q4	$133K	Buy	4,928 +392	+9%	+$11.4K	0.01%	524
2019 Q3	$134K	Buy	4,536 +651	+17%	+$19.3K	0.01%	469
2019 Q2	$130K	Buy	3,885 +1,046	+37%	+$36.2K	0.01%	463
2019 Q1	$96K	Sell	2,839 -1,086	-28%	-$37.8K	0.01%	465
2018 Q4	$115K	Buy	3,925 +3,229	+464%	+$113K	0.01%	349
2018 Q3	$27K	Buy	696 +52	+8%	+$1.94K	﹤0.01%	646
2018 Q2	$23K	Sell	644 -112	-15%	-$4.67K	﹤0.01%	525
2018 Q1	$35K	Buy	756 +324	+75%	+$16.9K	﹤0.01%	439
2017 Q4	$23K	Buy	+432	New	+$23.2K	﹤0.01%	376

Other funds holding UNM

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

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

Fidelity Investments

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

Norges Bank Oslo, Norway $935B AUM

Morgan Stanley New York $1.66T AUM 25.57% 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

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

Donald Smith & Co New York $5.56B AUM 47.13% 1-Year Est. Return

AQR Capital Management

AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return