Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2020
Q1
Sell
-20,497
Closed -$598K 325
2019
Q4
$598K Buy
20,497
+7,190
+54% +$209K 0.14% 194
2019
Q3
$395K Sell
13,307
-2,008
-13% -$59.6K 0.1% 209
2019
Q2
$514K Buy
15,315
+380
+3% +$13.2K 0.12% 210
2019
Q1
$505K Sell
14,935
-48
-0.3% -$1.67K 0.12% 211
2018
Q4
$440K Buy
14,983
+347
+2% +$12.1K 0.12% 213
2018
Q3
$572K Sell
14,636
-553
-4% -$20.6K 0.14% 177
2018
Q2
$562K Buy
15,189
+572
+4% +$23.9K 0.13% 208
2018
Q1
$696K Buy
14,617
+1,413
+11% +$73.8K 0.16% 186
2017
Q4
$725K Sell
13,204
-302
-2% -$16.2K 0.16% 183
2017
Q3
$691K Buy
13,506
+1,375
+11% +$67.1K 0.18% 135
2017
Q2
$566K Buy
12,131
+171
+1% +$7.87K 0.15% 139
2017
Q1
$561K Buy
11,960
+5,703
+91% +$267K 0.15% 154
2016
Q4
$275K Buy
+6,257
New +$250K 0.09% 222

Other funds holding UNM