SummerHaven Investment Management’s Unum UNM Stock Holding History

SummerHaven Investment Management’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
2024 Q3	–	Sell	-15,865	Closed	-$811K	–	280
2024 Q2	$811K	Buy	15,865 +287	+2%	+$14.8K	0.53%	88
2024 Q1	$836K	Buy	15,578 +205	+1%	+$9.99K	0.52%	95
2023 Q4	$695K	Buy	15,373 +251	+2%	+$11.4K	0.45%	138
2023 Q3	$744K	Buy	+15,122	New	+$739K	0.55%	61
2021 Q3	–	Sell	-25,890	Closed	-$735K	–	295
2021 Q2	$735K	Buy	25,890 +639	+3%	+$18.8K	0.42%	129
2021 Q1	$703K	Hold	25,251	–	–	0.43%	124
2020 Q4	$579K	Buy	+25,251	New	+$522K	0.45%	130

Other funds holding UNM

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

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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

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

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

Dimensional Fund Advisors

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

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

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Arrowstreet Capital

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