Private Ocean’s Unum UNM Stock Holding History

Private Ocean’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
2024 Q2	$3.99K	Sell	78 -131	-63%	-$6.78K	﹤0.01%	464
2024 Q1	$11.2K	Hold	209	–	–	﹤0.01%	357
2023 Q4	$9.45K	Hold	209	–	–	﹤0.01%	362
2023 Q3	$10.3K	Hold	209	–	–	﹤0.01%	356
2023 Q2	$9.97K	Hold	209	–	–	﹤0.01%	388
2023 Q1	$8.27K	Buy	+209	New	+$8.63K	﹤0.01%	413
2018 Q3	–	Sell	-89	Closed	-$3K	–	366
2018 Q2	$3K	Hold	89	–	–	﹤0.01%	340
2018 Q1	$4K	Buy	+89	New	+$4.65K	﹤0.01%	351

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

Norges Bank Oslo, Norway $935B AUM

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

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

Dimensional Fund Advisors

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

AQR Capital Management

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

Arrowstreet Capital

Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return