Strategic Global Advisors’s Unum UNM Stock Holding History

Strategic Global 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 Q3	–	Sell	-30,414	Closed	-$2.46M	–	171
2025 Q2	$2.46M	Sell	30,414 -960	-3%	-$75.8K	0.4%	68
2025 Q1	$2.56M	Sell	31,374 -970	-3%	-$74.8K	0.51%	56
2024 Q4	$2.36M	Buy	32,344 +1,488	+5%	+$103K	0.43%	63
2024 Q3	$1.83M	Sell	30,856 -322	-1%	-$17.5K	0.36%	73
2024 Q2	$1.59M	Buy	31,178 +573	+2%	+$29.6K	0.33%	81
2024 Q1	$1.64M	Sell	30,605 -891	-3%	-$43.4K	0.35%	81
2023 Q4	$1.42M	Sell	31,496 -21,146	-40%	-$963K	0.33%	89
2023 Q3	$2.59M	Sell	52,642 -2,288	-4%	-$112K	0.43%	75
2023 Q2	$2.62M	Buy	+54,930	New	+$2.4M	0.4%	82

Other funds holding UNM

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Fidelity Investments

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

First Trust Advisors

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 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

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

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

LSV Asset Management

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