A detailed history of Balasa Dinverno & Foltz LLC transactions in Unum Group stock. As of the latest transaction made, Balasa Dinverno & Foltz LLC holds 107,664 shares of UNM stock, worth $7.9 Million. This represents 0.26% of its overall portfolio holdings.

Number of Shares
107,664
Previous 94,275 14.2%
Holding current value
$7.9 Million
Previous $3.21 Million 30.25%
% of portfolio
0.26%
Previous 0.2%

Shares

11 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2022

Oct 25, 2022

BUY
$24.33 - $40.9 $325,754 - $547,610
13,389 Added 14.2%
107,664 $4.18 Million
Q2 2022

Aug 09, 2022

BUY
$30.52 - $37.16 $168,226 - $204,825
5,512 Added 6.21%
94,275 $3.21 Million
Q1 2022

Apr 25, 2022

SELL
$24.99 - $31.8 $31,262 - $39,781
-1,251 Reduced 1.39%
88,763 $2.8 Million
Q4 2021

Jan 26, 2022

SELL
$22.38 - $28.63 $16,449 - $21,043
-735 Reduced 0.81%
90,014 $2.21 Million
Q3 2021

Oct 26, 2021

SELL
$23.42 - $28.83 $193,964 - $238,770
-8,282 Reduced 8.36%
90,749 $2.27 Million
Q2 2021

Jul 23, 2021

SELL
$27.03 - $31.9 $102,173 - $120,582
-3,780 Reduced 3.68%
99,031 $2.81 Million
Q1 2021

Apr 29, 2021

SELL
$22.09 - $29.44 $46,035 - $61,352
-2,084 Reduced 1.99%
102,811 $2.86 Million
Q4 2020

Jan 26, 2021

SELL
$16.57 - $24.26 $87,274 - $127,777
-5,267 Reduced 4.78%
104,895 $2.41 Million
Q3 2020

Nov 10, 2020

BUY
$15.48 - $19.9 $351,875 - $452,346
22,731 Added 26.0%
110,162 $1.85 Million
Q2 2020

Aug 07, 2020

BUY
$12.96 - $20.22 $99,947 - $155,936
7,712 Added 9.67%
87,431 $1.45 Million
Q1 2020

Apr 30, 2020

BUY
$10.38 - $30.21 $827,483 - $2.41 Million
79,719 New
79,719 $1.2 Million

Others Institutions Holding UNM

About Unum Group


  • Ticker UNM
  • Exchange NYSE
  • Sector Financial Services
  • Industry Insurance—Life
  • Shares Outstandng 200,000,000
  • Market Cap $14.7B
  • Description
  • Unum Group, together with its subsidiaries, provides financial protection benefit solutions primarily in the United States, the United Kingdom, and Poland. It operates through Unum US, Unum International, Colonial Life, and Closed Block segments. The company offers group long-term and short-term disability, group life, and accidental death and d...
More about UNM
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