WealthSource Partners’s Unum UNM Stock Holding History

WealthSource Partners’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 Q1	–	Sell	-4,990	Closed	-$205K	–	512
2022 Q4	$205K	Buy	+4,990	New	+$209K	0.01%	462
2022 Q3	–	Sell	-8,603	Closed	-$293K	–	554
2022 Q2	$293K	Hold	8,603	–	–	0.02%	404
2022 Q1	$271K	Hold	8,603	–	–	0.02%	475
2021 Q4	$211K	Sell	8,603 -450	-5%	-$11.5K	0.02%	517
2021 Q3	$227K	Hold	9,053	–	–	0.02%	458
2021 Q2	$257K	Sell	9,053 -120	-1%	-$3.53K	0.02%	396
2021 Q1	$255K	Sell	9,173 -870	-9%	-$22.6K	0.03%	366
2020 Q4	$230K	Sell	10,043 -350	-3%	-$7.24K	0.03%	335
2020 Q3	$175K	Sell	10,393 -575	-5%	-$10.2K	0.02%	340
2020 Q2	$182K	Buy	+10,968	New	+$173K	0.03%	317
2020 Q1	–	Sell	-8,093	Closed	-$236K	–	431
2019 Q4	$236K	Sell	8,093 -275	-3%	-$8K	0.03%	359
2019 Q3	$249K	Buy	8,368 +309	+4%	+$9.18K	0.04%	359
2019 Q2	$270K	Buy	8,059 +225	+3%	+$7.79K	0.04%	357
2019 Q1	$265K	Buy	7,834 +500	+7%	+$17.4K	0.06%	274
2018 Q4	$215K	Buy	+7,334	New	+$257K	0.06%	267

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

Norges Bank Oslo, Norway $935B AUM

Fidelity Investments

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

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

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

Viking Global Investors

Viking Global Investors Stamford, Connecticut $35.7B AUM 21.3% 1-Year Est. Return

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

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