Simon Quick Advisors’s Unum UNM Stock Holding History

Simon Quick Advisors’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 Q2	–	Sell	-2,486	Closed	-$203K	–	632
2025 Q1	$203K	Buy	+2,486	New	+$192K	0.01%	563
2020 Q4	–	Sell	-234	Closed	-$4K	–	552
2020 Q3	$4K	Sell	234 -129	-36%	-$2.29K	﹤0.01%	386
2020 Q2	$6K	Buy	+363	New	+$5.73K	﹤0.01%	350
2019 Q4	–	Sell	-118	Closed	-$4K	–	685
2019 Q3	$4K	Sell	118 -242	-67%	-$7.19K	﹤0.01%	324
2019 Q2	$12.1K	Sell	360 -23,640	-99%	-$819K	0.01%	212
2019 Q1	$812K	Hold	24,000	–	–	0.34%	30
2018 Q4	$705K	Hold	24,000	–	–	0.26%	37
2018 Q3	$938K	Hold	24,000	–	–	0.38%	29
2018 Q2	$887K	Buy	+24,000	New	+$1M	0.38%	27
2017 Q2	–	Sell	-31,634	Closed	-$1.48M	–	382
2017 Q1	$1.48M	Hold	31,634	–	–	0.88%	24
2016 Q4	$1.39M	Buy	+31,634	New	+$1.27M	1.04%	19

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

Norges Bank Oslo, Norway $935B AUM

Fidelity Investments

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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

First Trust Advisors

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

Morgan Stanley New York $1.66T AUM 25.57% 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