Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2019
Q3
$10.7M Buy
359,233
+9,986
+3% +$297K 0.06% 238
2019
Q2
$11.7M Sell
349,247
-7,681
-2% -$266K 0.06% 228
2019
Q1
$12.1M Sell
356,928
-39,554
-10% -$1.38M 0.06% 214
2018
Q4
$11.6M Sell
396,482
-10,625
-3% -$372K 0.07% 210
2018
Q3
$15.9M Buy
407,107
+16,694
+4% +$623K 0.08% 183
2018
Q2
$14.4M Buy
390,413
+5,501
+1% +$229K 0.08% 193
2018
Q1
$18.3M Buy
384,912
+25,110
+7% +$1.31M 0.1% 166
2017
Q4
$19.7M Sell
359,802
-80,684
-18% -$4.33M 0.12% 149
2017
Q3
$22.5M Buy
440,486
+1,282
+0.3% +$62.5K 0.13% 136
2017
Q2
$20.5M Sell
439,204
-966
-0.2% -$44.4K 0.13% 141
2017
Q1
$20.6M Sell
440,170
-4,181
-0.9% -$196K 0.13% 131
2016
Q4
$19.5M Buy
444,351
+608
+0.1% +$24.3K 0.12% 140
2016
Q3
$15.7M Buy
443,743
+116
+0% +$3.92K 0.1% 163
2016
Q2
$14.1M Buy
443,627
+363
+0.1% +$12.3K 0.09% 166
2016
Q1
$13.7M Sell
443,264
-1,051
-0.2% -$30.8K 0.08% 166
2015
Q4
$14.8M Buy
444,315
+2,268
+0.5% +$78.2K 0.09% 161
2015
Q3
$14.2M Sell
442,047
-3,530
-0.8% -$122K 0.1% 155
2015
Q2
$15.9M Sell
445,577
-53,293
-11% -$1.86M 0.1% 150
2015
Q1
$16.8M Buy
498,870
+633
+0.1% +$21K 0.11% 147
2014
Q4
$17.4M Sell
498,237
-21,034
-4% -$710K 0.12% 134
2014
Q3
$17.9M Sell
519,271
-1,937
-0.4% -$68.1K 0.13% 132
2014
Q2
$18.1M Sell
521,208
-5,743
-1% -$196K 0.13% 140
2014
Q1
$18.6M Sell
526,951
-1,749
-0.3% -$59.7K 0.07% 297
2013
Q4
$18.5M Sell
528,700
-1,063
-0.2% -$34.8K 0.07% 304
2013
Q3
$16.1M Sell
529,763
-611
-0.1% -$18.8K 0.06% 317
2013
Q2
$15.6M Buy
+530,374
New +$14.8M 0.07% 298

Other funds holding UNM