Stonebridge Capital Advisors’s Unum UNM Stock Holding History

Stonebridge Capital 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
2021 Q3	–	Sell	-406	Closed	-$11K	–	1118
2021 Q2	$11K	Hold	406	–	–	﹤0.01%	735
2021 Q1	$11K	Buy	+406	New	+$10.5K	﹤0.01%	621
2020 Q3	–	Sell	-1,054	Closed	-$17K	–	678
2020 Q2	$17K	Hold	1,054	–	–	﹤0.01%	429
2020 Q1	$16K	Hold	1,054	–	–	﹤0.01%	422
2019 Q4	$31K	Hold	1,054	–	–	0.01%	390
2019 Q3	$31K	Hold	1,054	–	–	0.01%	391
2019 Q2	$35K	Buy	+1,054	New	+$36.5K	0.01%	379

Other funds holding UNM

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Fidelity Investments

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

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

Dimensional Fund Advisors

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Donald Smith & Co New York $5.56B AUM 47.13% 1-Year Est. Return

Arrowstreet Capital

Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

LSV Asset Management

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

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Bank of New York Mellon

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return