Susquehanna Fundamental Investments’s Unum UNM Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q4	–	Sell	-42,000	Closed	-$3.27M	–	692
2025 Q3	$3.27M	Sell	42,000 -96,894	-70%	-$7.26M	0.13%	181
2025 Q2	$11.2M	Hold	138,894	–	–	0.3%	100
2025 Q1	$11.3M	Hold	138,894	–	–	0.19%	159
2024 Q4	$10.1M	Buy	+138,894	New	+$9.58M	0.17%	191
2023 Q1	–	Sell	-155,440	Closed	-$6.38M	–	1113
2022 Q4	$6.38M	Buy	155,440 +96,839	+165%	+$4.06M	0.11%	244
2022 Q3	$2.27M	Buy	+58,601	New	+$2.14M	0.04%	540
2022 Q1	$1.86M	Buy	59,121 +39,097	+195%	+$1.09M	0.04%	613
2021 Q4	$492K	Sell	20,024 -38,221	-66%	-$978K	0.01%	926
2021 Q3	$1.46M	Sell	58,245 -161,099	-73%	-$4.26M	0.03%	716
2021 Q2	$6.23M	Hold	219,344	–	–	0.11%	244
2021 Q1	$6.1M	Hold	219,344	–	–	0.1%	272
2020 Q4	$5.03M	Buy	219,344 +33,075	+18%	+$684K	0.09%	311
2020 Q3	$3.13M	Buy	+186,269	New	+$3.31M	0.09%	290
2019 Q2	–	Sell	-21,000	Closed	-$710K	–	416
2019 Q1	$710K	Buy	+21,000	New	+$731K	0.08%	248