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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

Tip: Access up to 7 years of quarterly data

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
2024-12-31 $1.4M 19k 73.03
2024-09-30 $1.2M 20k 59.44
2024-06-30 $964k 19k 51.11
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

Spdr S&p 500 Etf Tr Tr Unit (SPY)
First Tr Exchng Traded Fd Vi Ft Vest Laddered (BUFR)
American Centy Etf Tr Us Sml Cp Valu (AVUV)
American Centy Etf Tr Us Large Cap Vlu (AVLV)
Ishares Tr Core Us Aggbd Et (AGG)
Spdr Ser Tr Bbg Conv Sec Etf (CWB)
Exxon Mobil Corporation (XOM)
Spdr Index Shs Fds Portfolio Devlpd (SPDW)
First Tr Exchange-traded Smid Risng Etf (SDVY)
J P Morgan Exchange Traded F Equity Premium (JEPI)
J P Morgan Exchange Traded F Nasdaq Eqt Prem (JEPQ)
Northern Lts Fd Tr Iii Hcm Defnd 100 (QQH)
Northern Lts Fd Tr Iii Hcm Defen 500 (LGH)
NVIDIA Corporation (NVDA)
Apple (AAPL)

View all positions for Lifestyle Asset Management

Top funds holding Unum

Vanguard Group
BlackRock
Norges Bank Investment Management
FMR
State Street Corporation
Charles Schwab Investment Management
Dimensional Fund Advisors
Morgan Stanley
Geode Capital Management
LSV Asset Management
Donald Smith & Co
AQR Capital Management
Northern Trust
Goldman Sachs Group
Bank of New York Mellon

View all funds holding Unum