Prudential plc’s Unum UNM Stock Holding History

Prudential plc’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
2026 Q1	–	Sell	-3,423	Closed	-$265K	–	741
2025 Q4	$265K	Sell	3,423 -450	-12%	-$34.4K	﹤0.01%	674
2025 Q3	$301K	Hold	3,873	–	–	﹤0.01%	680
2025 Q2	$313K	Buy	+3,873	New	+$306K	﹤0.01%	713
2023 Q1	–	Sell	-11,802	Closed	-$484K	–	905
2022 Q4	$484K	Buy	+11,802	New	+$494K	0.01%	773
2021 Q2	–	Sell	-385,325	Closed	-$10.7M	–	644
2021 Q1	$10.7M	Sell	385,325 -2,339,025	-86%	-$60.7M	0.07%	221
2020 Q4	$62.5M	Sell	2,724,350 -1,821,298	-40%	-$37.7M	0.33%	99
2020 Q3	$76.5M	Buy	4,545,648 +342,914	+8%	+$6.1M	0.38%	109
2020 Q2	$69.7M	Buy	4,202,734 +1,076,533	+34%	+$17M	0.34%	107
2020 Q1	$46.9M	Buy	+3,126,201	New	+$75.2M	0.25%	143
2018 Q2	–	Sell	-4,900	Closed	-$233K	–	772
2018 Q1	$233K	Hold	4,900	–	–	﹤0.01%	672
2017 Q4	$269K	Buy	+4,900	New	+$263K	﹤0.01%	648

Other funds holding UNM

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

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Fidelity Investments

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

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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

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

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

First Trust Advisors

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

LSV Asset Management

LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return