Richardson Financial Services »

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

Tip: Access up to 7 years of quarterly data

All positions including Unum held by Richardson Financial Services 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 Richardson Financial Services

Quarter filed Position value Share count Share price at filing
2024-03-31 $105k 2.0k 53.66
2023-12-31 $84k 1.9k 45.22

More positions owned by Richardson Financial Services

SPDR S&P 500 Etf - Equity (SPLG)
Vanguard Value ETF Exchange Traded Fund (VTV)
Vanguard Growth ETF Exchange Traded Fund (VUG)
Apple Common Stock (AAPL)
Amazon.com Common Stock (AMZN)
Spdr S&p Developed World Ex-us Etf - Equity (SPDW)
Spdr Portfolio Emerging Markets Etf - Equity (SPEM)
Ishares High Yield Corp Etf - Fixed Income (HYG)
Vanguard S&p 500 Etf - Equity (VOO)
Microsoft Corp Common Stock (MSFT)
Vanguard Ftse Developed Markets Etf - Equity (VEA)
iShares Core MSCI Emerging Markets ETF Exchange Traded Fund (IEMG)
NVIDIA Corp Common Stock (NVDA)
Vanguard Small Cap Growth Etf Etf - Equity (VBK)
iShares Core MSCI Europe ETF Exchange Traded Fund (IEUR)

View all positions for Richardson Financial Services

Top funds holding Unum

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

View all funds holding Unum