Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$59.3M Sell
811,472
-545,444
-40% -$40.7M 0.01% 1474
2025
Q4
$105M Buy
1,356,916
+68,957
+5% +$5.27M 0.02% 985
2025
Q3
$100M Buy
1,287,959
+64,681
+5% +$4.85M 0.02% 1028
2025
Q2
$98.8M Buy
1,223,278
+488,078
+66% +$38.5M 0.02% 976
2025
Q1
$59.9M Sell
735,200
-517,639
-41% -$39.9M 0.01% 1321
2024
Q4
$91.5M Buy
1,252,839
+852,122
+213% +$58.7M 0.02% 980
2024
Q3
$23.8M Buy
400,717
+8,060
+2% +$438K 0.01% 1681
2024
Q2
$20.1M Buy
392,657
+68,879
+21% +$3.56M 0.01% 1669
2024
Q1
$17.4M Sell
323,778
-360,621
-53% -$17.6M 0.01% 1806
2023
Q4
$30.9M Buy
684,399
+121,881
+22% +$5.55M 0.01% 1287
2023
Q3
$27.7M Buy
562,518
+212,824
+61% +$10.4M 0.01% 1242
2023
Q2
$16.7M Sell
349,694
-145,226
-29% -$6.34M 0.01% 1584
2023
Q1
$19.6M Buy
494,920
+114,317
+30% +$4.72M 0.01% 1411
2022
Q4
$15.6M Sell
380,603
-20,112
-5% -$843K 0.01% 1597
2022
Q3
$15.5M Sell
400,715
-12,927
-3% -$473K 0.01% 1446
2022
Q2
$14.1M Sell
413,642
-62,703
-13% -$2.12M 0.01% 1571
2022
Q1
$15M Sell
476,345
-26,319
-5% -$735K 0.01% 1647
2021
Q4
$12.4M Sell
502,664
-70,645
-12% -$1.81M ﹤0.01% 1960
2021
Q3
$14.4M Sell
573,309
-215,566
-27% -$5.71M 0.01% 1757
2021
Q2
$22.4M Buy
788,875
+9,421
+1% +$277K 0.01% 1409
2021
Q1
$21.7M Buy
779,454
+134,872
+21% +$3.5M 0.01% 1393
2020
Q4
$14.8M Buy
644,582
+161,812
+34% +$3.35M 0.01% 1554
2020
Q3
$8.13M Buy
482,770
+127,972
+36% +$2.28M ﹤0.01% 1791
2020
Q2
$5.89M Buy
354,798
+71,105
+25% +$1.12M ﹤0.01% 1912
2020
Q1
$4.26M Sell
283,693
-201,336
-42% -$4.84M ﹤0.01% 2067
2019
Q4
$14.1M Buy
485,029
+53,587
+12% +$1.56M 0.01% 1635
2019
Q3
$12.8M Buy
431,442
+25,807
+6% +$766K 0.01% 1565
2019
Q2
$13.6M Buy
405,635
+61,680
+18% +$2.14M 0.01% 1508
2019
Q1
$11.6M Buy
343,955
+25,058
+8% +$872K 0.01% 1551
2018
Q4
$9.37M Sell
318,897
-403,534
-56% -$14.1M 0.01% 1625
2018
Q3
$28.2M Buy
722,431
+344,519
+91% +$12.9M 0.01% 991
2018
Q2
$14M Buy
377,912
+255,990
+210% +$10.7M 0.01% 1443
2018
Q1
$5.8M Sell
121,922
-377,130
-76% -$19.7M ﹤0.01% 2166
2017
Q4
$27.4M Buy
499,052
+163,870
+49% +$8.8M 0.02% 989
2017
Q3
$17.1M Sell
335,182
-134,254
-29% -$6.55M 0.01% 1209
2017
Q2
$21.9M Buy
469,436
+168,894
+56% +$7.77M 0.01% 1001
2017
Q1
$14.1M Sell
300,542
-14,503
-5% -$679K 0.01% 1249
2016
Q4
$13.8M Sell
315,045
-134,238
-30% -$5.37M 0.01% 1273
2016
Q3
$15.9M Sell
449,283
-32,374
-7% -$1.1M 0.01% 1114
2016
Q2
$15.3M Sell
481,657
-14,201
-3% -$480K 0.01% 1102
2016
Q1
$15.3M Sell
495,858
-67,970
-12% -$1.99M 0.01% 1054
2015
Q4
$18.8M Buy
563,828
+53,755
+11% +$1.85M 0.02% 994
2015
Q3
$16.4M Sell
510,073
-89,696
-15% -$3.09M 0.01% 1031
2015
Q2
$21.4M Sell
599,769
-713,935
-54% -$25M 0.02% 942
2015
Q1
$44.3M Sell
1,313,704
-171,432
-12% -$5.69M 0.04% 556
2014
Q4
$51.8M Buy
+1,485,136
New +$50.1M 0.04% 523

Other funds holding UNM