Tradition Wealth Management’s Unum UNM Stock Holding History

Tradition Wealth 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 Q1	–	Sell	-1,050	Closed	-$47K	–	1144
2023 Q4	$47K	Sell	1,050 -107	-9%	-$4.87K	﹤0.01%	645
2023 Q3	$57K	Buy	1,157 +422	+57%	+$20.6K	0.01%	574
2023 Q2	$35K	Buy	735 +93	+14%	+$4.06K	﹤0.01%	727
2023 Q1	$25K	Hold	642	–	–	﹤0.01%	785
2022 Q4	$26K	Hold	642	–	–	﹤0.01%	692
2022 Q3	$25K	Hold	642	–	–	﹤0.01%	707
2022 Q2	$22K	Hold	642	–	–	﹤0.01%	632
2022 Q1	$20K	Hold	642	–	–	﹤0.01%	721
2021 Q4	$16K	Buy	642 +422	+192%	+$10.8K	﹤0.01%	792
2021 Q3	$6K	Buy	220 +20	+10%	+$529	﹤0.01%	1014
2021 Q2	$6K	Buy	+200	New	+$5.88K	﹤0.01%	1053
2021 Q1	–	Sell	-200	Closed	-$5K	–	1038
2020 Q4	$5K	Buy	+200	New	+$4.13K	﹤0.01%	853

Other funds holding UNM

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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 Oslo, Norway $935B AUM

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

AQR Capital Management

AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

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