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Unum shares owned by My Legacy Advisors

Quarter-by-quarter ownership of Unum (UNM) shares owned by My Legacy Advisors from 13F filings

Historical chart of My Legacy Advisors investment in Unum

Tip: Access up to 7 years of quarterly data

All positions including Unum held by My Legacy Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Unum by My Legacy Advisors

Quarter filed Position value Share count Share price at filing
2023-12-31 $397k 8.8k 45.26
2023-09-30 $445k 8.8k 50.44
2023-06-30 $363k 7.6k 47.45

More positions owned by My Legacy Advisors

Spdr Ser Tr Portfolio S&p500 (SPLG)
Ishares Tr Core S&p500 Etf (IVV)
Apple (AAPL)
Microsoft Corporation (MSFT)
Ishares Tr Core Total Usd (IUSB)
Ishares Tr Iboxx Hi Yd Etf (HYG)
Ishares Tr 0-5yr Hi Yl Cp (SHYG)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Ishares Tr Eafe Value Etf (EFV)
Schwab Strategic Tr Us Aggregate B (SCHZ)
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)
Ishares Tr National Mun Etf (MUB)
Ishares Tr S&p 100 Etf (OEF)
Ishares Tr Esg Awr Msci Usa (ESGU)
UnitedHealth (UNH)

View all positions for My Legacy Advisors

Top funds holding Unum

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

View all funds holding Unum