Lane & Associates »

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

Tip: Access up to 7 years of quarterly data

All positions including Unum held by Lane & Associates 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 Lane & Associates

Quarter filed Position value Share count Share price at filing
2025-03-31 $408k 5.0k 81.46
2024-12-31 $392k 5.1k 76.25
2024-09-30 $310k 5.2k 59.44
2024-06-30 $238k 4.7k 51.11
2024-03-31 $244k 4.5k 53.66

More positions owned by Lane & Associates

Vanguard Index Fds Total Stk Mkt (VTI)
Spdr Ser Tr Prtflo S&p500 Gw (SPYG)
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Ishares Tr Eafe Grwth Etf (EFG)
Dimensional Etf Trust Internatnal Val (DFIV)
Ishares Tr Core Msci Eafe (IEFA)
Vanguard Whitehall Fds High Div Yld (VYM)
Vanguard Admiral Fds 500 Val Idx Fd (VOOV)
Spdr Index Shs Fds Msci Eafe Strtgc (QEFA)
Microsoft Corporation (MSFT)
Janus Detroit Str Tr Hendrson Aaa Cl (JAAA)
Pacer Fds Tr Us Cash Cows 100 (COWZ)
Apple (AAPL)
Ishares Tr Msci Eafe Etf (EFA)

View all positions for Lane & Associates

Top funds holding Unum

Vanguard Group
BlackRock
FMR
First Trust Advisors
Charles Schwab Investment Management
State Street Corporation
Morgan Stanley
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

View all funds holding Unum