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Unum shares owned by Richardson Financial Services

Quarter-by-quarter ownership of Unum (UNM) shares owned by Richardson Financial Services from 13F filings

Historical chart of Richardson Financial Services investment in Unum

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All positions including Unum held by Richardson Financial Services consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Unum by Richardson Financial Services

Quarter filed Position value Share count Share price at filing
2024-09-30 $91k 1.8k 51.11
2024-06-30 $91k 1.8k 51.11
2024-03-31 $105k 2.0k 53.66
2023-12-31 $84k 1.9k 45.22

More positions owned by Richardson Financial Services

Vanguard Growth ETF Exchange Traded Fund (VUG)
Vanguard Value ETF Exchange Traded Fund (VTV)
SPDR S&P 500 Etf - Equity (SPLG)
Apple Common Stock (AAPL)
Vanguard S&p 500 Etf - Equity (VOO)
Vanguard Ftse Developed Markets Etf - Equity (VEA)
SPDR Portfolio Developed Wld ex-US ETF Exchange Traded Fund (SPDW)
Spdr Portfolio Emerging Markets Etf - Equity (SPEM)
NVIDIA Corp Common Stock (NVDA)
Microsoft Corp Common Stock (MSFT)
Ishares High Yield Corp Etf - Fixed Income (HYG)
Vanguard Tax-Exempt Bond ETF Exchange Traded Fund (VTEB)
iShares Core MSCI Emerging Markets ETF Exchange Traded Fund (IEMG)
Spdr S&p 500 Etf Etf - Equity (SPY)
Vanguard Small Cap Growth Etf Etf - Equity (VBK)

View all positions for Richardson Financial Services

Top funds holding Unum

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

View all funds holding Unum