Private Ocean »

Unum shares owned by Private Ocean

Quarter-by-quarter ownership of Unum (UNM) shares owned by Private Ocean from 13F filings

Historical chart of Private Ocean investment in Unum

Tip: Access up to 7 years of quarterly data

All positions including Unum held by Private Ocean consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Unum by Private Ocean

Quarter filed Position value Share count Share price at filing
2024-03-31 $11k 209 53.66
2023-12-31 $9.5k 209 45.22
2023-09-30 $10k 209 49.19
2023-06-30 $10k 209 47.70
2023-03-31 $8.3k 209 39.56
2018-06-30 $3.0k 89 33.71
2018-03-31 $4.0k 89 44.94

More positions owned by Private Ocean

Dimensional U.S. Core Equity 2 ETF Etf (DFAC)
iShares Total US Bond ETF Etf (IUSB)
Dimensional Global Real Estate ETF Etf (DFGR)
Dimensional Emerging Core Equity Mkt ETF Etf (DFAE)
SPDR Blmbg Barclays High Yield Bd ETF Etf (JNK)
Dimensional International Equity Mkt ETF Etf (DFAI)
Vanguard Short-Term Corporate Bond ETF Etf (VCSH)
iShares ESG U.S. Aggregate Bond ETF Etf (EAGG)
Invesco Taxable Municipal Bond ETF Etf (BAB)
iShares MSCI USA Quality Factor ETF Etf (QUAL)
Dimensional U.S. Core Equity Market ETF Etf (DFAU)
iShares Russell 1000 Index Etf (IWB)
SPDR Nuveen S&P High Yield Municipal Bond Etf (HYMB)
iShares Core S&P 500 ETF Etf (IVV)
iShares ESG 1-5 Year USD Corp Bd ETF Etf (SUSB)

View all positions for Private Ocean

Top funds holding Unum

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

View all funds holding Unum