Versor Investments’s Unum UNM Stock Holding History

Versor Investments’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	-3,986	Closed	-$322K	–	920
2025 Q2	$322K	Sell	3,986 -6,400	-62%	-$505K	0.06%	520
2025 Q1	$846K	Buy	+10,386	New	+$801K	0.14%	258
2024 Q4	–	Sell	-10,586	Closed	-$629K	–	986
2024 Q3	$629K	Sell	10,586 -3,400	-24%	-$185K	0.1%	341
2024 Q2	$715K	Buy	+13,986	New	+$724K	0.13%	238
2021 Q4	–	Sell	-15,200	Closed	-$381K	–	663
2021 Q3	$381K	Sell	15,200 -10,350	-41%	-$274K	0.01%	321
2021 Q2	$726K	Buy	25,550 +9,232	+57%	+$271K	0.03%	99
2021 Q1	$454K	Buy	+16,318	New	+$423K	0.03%	149
2019 Q4	–	Sell	-18,740	Closed	-$557K	–	375
2019 Q3	$557K	Sell	18,740 -9,700	-34%	-$288K	0.04%	210
2019 Q2	$954K	Buy	28,440 +12,300	+76%	+$426K	0.06%	166
2019 Q1	$546K	Buy	+16,140	New	+$562K	0.05%	170
2018 Q3	–	Sell	-9,800	Closed	-$363K	–	292
2018 Q2	$363K	Buy	+9,800	New	+$409K	0.12%	196

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

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