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Unum shares owned by Newport Capital Group

Quarter-by-quarter ownership of Unum (UNM) shares owned by Newport Capital Group from 13F filings

Historical chart of Newport Capital Group investment in Unum

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All positions including Unum held by Newport Capital Group consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Unum by Newport Capital Group

Quarter filed Position value Share count Share price at filing
2024-12-31 $323k 4.4k 73.02
2024-09-30 $326k 5.5k 59.44
2024-06-30 $449k 8.8k 51.11
2023-09-30 $432k 8.8k 49.19
2023-06-30 $419k 8.8k 47.70

More positions owned by Newport Capital Group

Arthur J. Gallagher & Co. (AJG)
Ishares Tr Rus 1000 Grw Etf (IWF)
Ishares Tr Rus 1000 Val Etf (IWD)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)
Vanguard Scottsdale Fds Inter Term Treas (VGIT)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Ishares Tr Russell 2000 Etf (IWM)
Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY)
Ishares Tr Core Us Aggbd Et (AGG)
Ishares Tr 3 7 Yr Treas Bd (IEI)
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST)
Ishares Tr Core S&p500 Etf (IVV)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
Vanguard World Energy Etf (VDE)
Microsoft Corporation (MSFT)

View all positions for Newport Capital Group

Top funds holding Unum

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

View all funds holding Unum