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Unum shares owned by Lifestyle Asset Management

Quarter-by-quarter ownership of Unum (UNM) shares owned by Lifestyle Asset Management from 13F filings

Historical chart of Lifestyle Asset Management investment in Unum

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All positions including Unum held by Lifestyle Asset Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Unum by Lifestyle Asset Management

Quarter filed Position value Share count Share price at filing
2024-03-31 $1.1M 21k 53.66
2023-12-31 $920k 20k 45.22
2023-09-30 $1.1M 23k 49.19
2023-06-30 $1.1M 23k 47.70
2023-03-31 $897k 23k 39.56

More positions owned by Lifestyle Asset Management

First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (DMAR)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
American Centy Etf Tr Us Sml Cp Valu (AVUV)
American Centy Etf Tr Us Large Cap Vlu (AVLV)
Spdr Ser Tr Bloomberg 1-3 Mo (BIL)
Ishares Tr Core Us Aggbd Et (AGG)
Spdr Index Shs Fds Portfolio Devlpd (SPDW)
J P Morgan Exchange Traded F Equity Premium (JEPI)
Invesco Exchange Traded Fd T S&p 500 Garp Etf (SPGP)
Vaneck Etf Trust Mrngstr Wde Moat (MOAT)
Northern Lts Fd Tr Iii Hcm Defnd 100 (QQH)
Northern Lts Fd Tr Iii Hcm Defen 500 (LGH)
Exxon Mobil Corporation (XOM)
J P Morgan Exchange Traded F Nasdaq Eqt Prem (JEPQ)
NVIDIA Corporation (NVDA)

View all positions for Lifestyle Asset Management

Top funds holding Unum

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

View all funds holding Unum