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Unum shares owned by Lane & Associates

Quarter-by-quarter ownership of Unum (UNM) shares owned by Lane & Associates from 13F filings

Historical chart of Lane & Associates investment in Unum

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All positions including Unum held by Lane & Associates consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Unum by Lane & Associates

Quarter filed Position value Share count Share price at filing
2024-03-31 $244k 4.5k 53.66

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Spdr S&p 500 Etf Tr Tr Unit (SPY)
Vanguard Index Fds Total Stk Mkt (VTI)
Vanguard Admiral Fds 500 Val Idx Fd (VOOV)
Spdr Index Shs Fds Msci Eafe Strtgc (QEFA)
Vanguard Index Fds Small Cp Etf (VB)
Dimensional Etf Trust Internatnal Val (DFIV)
Ishares Tr Eafe Grwth Etf (EFG)
Vanguard Index Fds Mid Cap Etf (VO)
Spdr Ser Tr Prtflo S&p500 Gw (SPYG)
Vanguard Whitehall Fds High Div Yld (VYM)
Microsoft Corporation (MSFT)
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Ishares Tr Msci Eafe Etf (EFA)
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)
Ishares Tr Core Msci Eafe (IEFA)

View all positions for Lane & Associates

Top funds holding Unum

Vanguard Group
BlackRock
FMR
Charles Schwab Investment Management
Dimensional Fund Advisors
Donald Smith & Co
AQR Capital Management
Arrowstreet Capital, Limited Partnership
Geode Capital Management
Nordea Investment Management Ab
LSV Asset Management
Bank of New York Mellon
Goldman Sachs Group
Millennium Management
Royal Bank of Canada

View all funds holding Unum