Ray Dalio’s Unum UNM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $45.4M | Buy |
561,884
+39,625
| +8% | +$3.2M | 0.18% | 95 |
|
|
2025
Q1 | $42.5M | Buy |
522,259
+182,628
| +54% | +$14.9M | 0.2% | 103 |
|
|
2024
Q4 | $24.8M | Buy |
339,631
+113,482
| +50% | +$8.29M | 0.11% | 141 |
|
|
2024
Q3 | $13.4M | Buy |
226,149
+54,880
| +32% | +$3.26M | 0.08% | 217 |
|
|
2024
Q2 | $8.75M | Buy |
171,269
+65,068
| +61% | +$3.33M | 0.05% | 269 |
|
|
2024
Q1 | $5.7M | Sell |
106,201
-1,154
| -1% | -$61.9K | 0.03% | 359 |
|
|
2023
Q4 | $4.85M | Buy |
107,355
+6,377
| +6% | +$288K | 0.03% | 368 |
|
|
2023
Q3 | $4.97M | Buy |
100,978
+28,157
| +39% | +$1.39M | 0.03% | 367 |
|
|
2023
Q2 | $3.47M | Buy |
72,821
+120
| +0.2% | +$5.72K | 0.02% | 376 |
|
|
2023
Q1 | $2.88M | Sell |
72,701
-34,794
| -32% | -$1.38M | 0.02% | 403 |
|
|
2022
Q4 | $4.41M | Buy |
107,495
+25,826
| +32% | +$1.06M | 0.02% | 387 |
|
|
2022
Q3 | $3.17M | Sell |
81,669
-4,485
| -5% | -$174K | 0.02% | 470 |
|
|
2022
Q2 | $2.93M | Buy |
86,154
+49,191
| +133% | +$1.67M | 0.01% | 606 |
|
|
2022
Q1 | $1.17M | Buy |
36,963
+18,823
| +104% | +$593K | ﹤0.01% | 782 |
|
|
2021
Q4 | $446K | Sell |
18,140
-2,796
| -13% | -$68.7K | ﹤0.01% | 657 |
|
|
2021
Q3 | $525K | Buy |
20,936
+698
| +3% | +$17.5K | ﹤0.01% | 588 |
|
|
2021
Q2 | $575K | Buy |
+20,238
| New | +$575K | ﹤0.01% | 638 |
|
|
2020
Q2 | – | Sell |
-11,098
| Closed | -$167K | – | 511 |
|
|
2020
Q1 | $167K | Buy |
+11,098
| New | +$167K | ﹤0.01% | 384 |
|
|
2019
Q3 | – | Sell |
-17,520
| Closed | -$588K | – | 393 |
|
|
2019
Q2 | $588K | Buy |
+17,520
| New | +$588K | ﹤0.01% | 252 |
|
|
2019
Q1 | – | Sell |
-55,152
| Closed | -$1.62M | – | 504 |
|
|
2018
Q4 | $1.62M | Buy |
+55,152
| New | +$1.62M | 0.01% | 268 |
|
|
2018
Q3 | – | Sell |
-13,001
| Closed | -$481K | – | 481 |
|
|
2018
Q2 | $481K | Sell |
13,001
-24,659
| -65% | -$912K | ﹤0.01% | 368 |
|
|
2018
Q1 | $1.79M | Buy |
+37,660
| New | +$1.79M | 0.02% | 183 |
|
|
2016
Q3 | – | Sell |
-52,300
| Closed | -$1.66M | – | 409 |
|
|
2016
Q2 | $1.66M | Buy |
+52,300
| New | +$1.66M | 0.02% | 204 |
|
|
2015
Q4 | – | Sell |
-8,900
| Closed | -$286K | – | 416 |
|
|
2015
Q3 | $286K | Buy |
+8,900
| New | +$286K | ﹤0.01% | 398 |
|
|
2014
Q4 | – | Sell |
-10,400
| Closed | -$358K | – | 418 |
|
|
2014
Q3 | $358K | Buy |
+10,400
| New | +$358K | ﹤0.01% | 312 |
|