Veritable’s Unum UNM Stock Holding History

Veritable’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 Q3	–	Sell	-11,272	Closed	-$538K	–	752
2023 Q2	$538K	Buy	11,272 +558	+5%	+$24.3K	0.01%	518
2023 Q1	$424K	Buy	10,714 +704	+7%	+$29.1K	0.01%	588
2022 Q4	$411K	Buy	10,010 +7	+0.1%	+$293	0.01%	581
2022 Q3	$388K	Sell	10,003 -48	-0.5%	-$1.76K	0.01%	567
2022 Q2	$342K	Buy	10,051 +713	+8%	+$24.1K	0.01%	639
2022 Q1	$294K	Buy	9,338 +314	+3%	+$8.77K	﹤0.01%	728
2021 Q4	$222K	Buy	+9,024	New	+$231K	﹤0.01%	845
2019 Q3	–	Sell	-6,142	Closed	-$206K	–	821
2019 Q2	$206K	Sell	6,142 -1,842	-23%	-$63.8K	﹤0.01%	758
2019 Q1	$270K	Sell	7,984 -632	-7%	-$22K	0.01%	677
2018 Q4	$253K	Buy	8,616 +2,097	+32%	+$73.4K	0.01%	659
2018 Q3	$255K	Sell	6,519 -39	-0.6%	-$1.46K	0.01%	697
2018 Q2	$243K	Sell	6,558 -1,444	-18%	-$60.2K	0.01%	706
2018 Q1	$381K	Buy	8,002 +280	+4%	+$14.6K	0.01%	568
2017 Q4	$424K	Sell	7,722 -528	-6%	-$28.3K	0.01%	545
2017 Q3	$422K	Sell	8,250 -83	-1%	-$4.05K	0.01%	532
2017 Q2	$389K	Buy	8,333 +3,896	+88%	+$179K	0.01%	564
2017 Q1	$208K	Buy	+4,437	New	+$208K	0.01%	711

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

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

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

AQR Capital Management

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