Proficio Capital Partners’s Unum UNM Stock Holding History

Proficio Capital Partners’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	-2,578	Closed	-$208K	–	417
2025 Q2	$208K	Buy	2,578 +33	+1%	+$2.61K	0.01%	412
2025 Q1	$207K	Buy	+2,545	New	+$196K	0.02%	368
2019 Q3	–	Sell	-432	Closed	-$14K	–	1461
2019 Q2	$14K	Buy	432 +26	+6%	+$901	﹤0.01%	835
2019 Q1	$14K	Buy	406 +55	+16%	+$1.92K	0.01%	790
2018 Q4	$10K	Buy	+351	New	+$12.3K	﹤0.01%	742
2018 Q2	–	Sell	-66	Closed	-$3K	–	1346
2018 Q1	$3K	Hold	66	–	–	﹤0.01%	1099
2017 Q4	$4K	Hold	66	–	–	﹤0.01%	1032
2017 Q3	$3K	Hold	66	–	–	﹤0.01%	1050
2017 Q2	$3K	Hold	66	–	–	﹤0.01%	1059
2017 Q1	$3K	Buy	+66	New	+$3.09K	﹤0.01%	1093
2016 Q2	–	Sell	-74	Closed	-$2K	–	1180
2016 Q1	$2K	Buy	74 +25	+51%	+$733	﹤0.01%	792
2015 Q4	$2K	Buy	+49	New	+$1.69K	﹤0.01%	694

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