Washington Trust’s Unum UNM Stock Holding History

Washington Trust’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 Q2	–	Sell	-29	Closed	-$1.15K	–	961
2023 Q1	$1.15K	Hold	29	–	–	﹤0.01%	880
2022 Q4	$1.19K	Sell	29 -89	-75%	-$3.73K	﹤0.01%	884
2022 Q3	$5K	Hold	118	–	–	﹤0.01%	726
2022 Q2	$4K	Hold	118	–	–	﹤0.01%	750
2022 Q1	$4K	Hold	118	–	–	﹤0.01%	767
2021 Q4	$3K	Hold	118	–	–	﹤0.01%	800
2021 Q3	$3K	Hold	118	–	–	﹤0.01%	925
2021 Q2	$3K	Hold	118	–	–	﹤0.01%	917
2021 Q1	$3K	Hold	118	–	–	﹤0.01%	879
2020 Q4	$3K	Buy	+118	New	+$2.44K	﹤0.01%	850
2018 Q3	–	Sell	-628	Closed	-$23K	–	770
2018 Q2	$23K	Buy	+628	New	+$26.2K	﹤0.01%	555

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

Dimensional Fund Advisors

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 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

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