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Unum shares owned by Carl P. Sherr & Co

Quarter-by-quarter ownership of Unum (UNM) shares owned by Carl P. Sherr & Co from 13F filings

Historical chart of Carl P. Sherr & Co investment in Unum

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All positions including Unum held by Carl P. Sherr & Co consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Unum by Carl P. Sherr & Co

Quarter filed Position value Share count Share price at filing
2025-06-30 $207k 2.6k 80.75
2025-03-31 $209k 2.6k 81.45
2023-03-31 $236k 6.0k 39.56
2022-03-31 $209k 6.6k 31.54

More positions owned by Carl P. Sherr & Co

Ishares Tr S&p 500 Grwt Etf (IVW)
Ishares Tr Core S&p Us Vlu (IUSV)
Apple (AAPL)
Ishares Tr Ishs 5-10yr Invt (IGIB)
Ishares Tr Core Msci Total (IXUS)
Microsoft Corporation (MSFT)
Vanguard Bd Index Fds Intermed Term (BIV)
NVIDIA Corporation (NVDA)
Ishares Tr Rus Mid Cap Etf (IWR)
Ishares Tr Core S&p Scp Etf (IJR)
Home Depot (HD)
Spdr Series Trust Portfli High Yld (SPHY)
JPMorgan Chase & Co. (JPM)
Eli Lilly & Co. (LLY)
Vanguard Index Fds Total Stk Mkt (VTI)

View all positions for Carl P. Sherr & Co

Top funds holding Unum

Vanguard Group
BlackRock
FMR
First Trust Advisors
Charles Schwab Investment Management
State Street Corporation
Dimensional Fund Advisors
Geode Capital Management
LSV Asset Management
Allianz Asset Management
AQR Capital Management
Victory Capital Management
Bank of New York Mellon
Donald Smith & Co
Northern Trust

View all funds holding Unum