Syverson Strege & Co’s Unum UNM Stock Holding History

Syverson Strege & Co’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
2023 Q2	–	Sell	-119	Closed	-$4.7K	–	588
2023 Q1	$4.7K	Buy	119 +30	+34%	+$1.24K	﹤0.01%	350
2022 Q4	$3.66K	Buy	89 +1	+1%	+$42	﹤0.01%	240
2022 Q3	$3K	Hold	88	–	–	﹤0.01%	240
2022 Q2	$3K	Buy	88 +1	+1%	+$34	﹤0.01%	285
2022 Q1	$3K	Buy	87 +1	+1%	+$28	﹤0.01%	266
2021 Q4	$2K	Buy	86 +1	+1%	+$26	﹤0.01%	276
2021 Q3	$2K	Buy	85 +1	+1%	+$26	﹤0.01%	414
2021 Q2	$2K	Buy	84 +1	+1%	+$29	﹤0.01%	251
2021 Q1	$2K	Buy	83 +1	+1%	+$26	﹤0.01%	243
2020 Q4	$2K	Buy	+82	New	+$1.7K	﹤0.01%	223

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

Fidelity Investments

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

Norges Bank Oslo, Norway $935B AUM

Dimensional Fund Advisors

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

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

Viking Global Investors

Viking Global Investors Stamford, Connecticut $35.7B AUM 21.3% 1-Year Est. Return

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

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

Donald Smith & Co New York $5.56B AUM 47.13% 1-Year Est. Return