SP
UNM icon

Symmetry Partners’s Unum UNM Stock Holding History

Symmetry Partners’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
Q2 		– Sell
-20,251
Closed -$1.09M – 546
2024
Q1 		$1.09M Buy
+20,251
New +$987K 0.09% 166
2023
Q4 		– Sell
-11,318
Closed -$557K – 557
2023
Q3 		$557K Buy
11,318
+794
+8% +$38.8K 0.03% 278
2023
Q2 		$502K Buy
+10,524
New +$459K 0.03% 335
2021
Q4 		– Sell
-49,119
Closed -$1.31M – 648
2021
Q3 		$1.31M Sell
49,119
-6,121
-11% -$162K 0.09% 161
2021
Q2 		$1.57M Buy
+55,240
New +$1.62M 0.1% 138

Other funds holding UNM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Charles Schwab
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
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return