AlTi Global »

Unum shares owned by AlTi Global

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

Historical chart of AlTi Global investment in Unum

Tip: Access up to 7 years of quarterly data

All positions including Unum held by AlTi Global 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 AlTi Global

Quarter filed Position value Share count Share price at filing
2024-09-30 $300k 5.0k 59.44
2024-06-30 $241k 4.7k 51.11
2024-03-31 $248k 4.6k 53.66
2023-12-31 $205k 4.5k 45.22

More positions owned by AlTi Global

Ishares Tr Msci Eafe Etf (EFA)
Ishares Tr Core S&p Mcp Etf (IJH)
Ishares Tr Core S&p Ttl Stk (ITOT)
Spdr Ser Tr Portfolio S&p400 (SPMD)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Vanguard Index Fds Total Stk Mkt (VTI)
Exxon Mobil Corporation (XOM)
First Tr Exchange-traded No Amer Energy (EMLP)
Ishares Tr 20 Yr Tr Bd Etf (TLT)
First Tr Exchange-traded Energy Inm Partn (EIPX)
Apple (AAPL)
Ishares Tr 0-5 Yr Tips Etf (STIP)
Spdr Gold Tr Gold Shs (GLD)
Ishares Gold Tr Ishares New (IAU)
Vanguard Index Fds S&p 500 Etf Shs (VOO)

View all positions for AlTi Global

Top funds holding Unum

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

View all funds holding Unum