Triasima Portfolio Management’s Unum UNM Stock Holding History

Triasima Portfolio 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
2025 Q3	–	Sell	-55,290	Closed	-$4.47M	–	176
2025 Q2	$4.47M	Buy	55,290 +17,805	+47%	+$1.41M	0.82%	44
2025 Q1	$3.05M	Buy	+37,485	New	+$2.89M	0.6%	57
2024 Q1	–	Sell	-7,600	Closed	-$344K	–	148
2023 Q4	$344K	Sell	7,600 -60,665	-89%	-$2.76M	0.03%	120
2023 Q3	$3.36M	Buy	68,265 +7,535	+12%	+$368K	0.31%	59
2023 Q2	$3.84M	Sell	60,730 -107,650	-64%	-$4.7M	0.24%	62
2023 Q1	$6.66M	Sell	168,380 -92,770	-36%	-$3.83M	0.55%	37
2022 Q4	$10.7M	Sell	261,150 -15	-0%	-$628	0.82%	31
2022 Q3	$10.1M	Buy	261,165 +124,455	+91%	+$4.55M	0.82%	30
2022 Q2	$4.65M	Buy	+136,710	New	+$4.63M	0.33%	46

Other funds holding UNM

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Fidelity Investments

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

First Trust Advisors

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

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

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

Dimensional Fund Advisors

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

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

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

LSV Asset Management

LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return