Naples Global Advisors, LLC Unum Group Transaction History

Naples Global Advisors, LLC

$1.06 Billion
Q3 2024

A detailed history of Naples Global Advisors, LLC transactions in Unum Group stock. As of the latest transaction made, Naples Global Advisors, LLC holds 35,872 shares of UNM stock, worth $2.61 Million. This represents 0.2% of its overall portfolio holdings.

Number of Shares

35,872

Previous 36,769 2.44%

Holding current value

$2.61 Million

Previous $1.88 Million 13.46%

% of portfolio

0.2%

Previous 0.19%

16 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 24, 2024	SELL	$49.81 - $59.44 $44,679 - $53,317	-897 Reduced 2.44%	35,872 $2.13 Million
Q2 2024 Jul 18, 2024	SELL	$48.48 - $54.28 $67,726 - $75,829	-1,397 Reduced 3.66%	36,769 $1.88 Million
Q1 2024 Apr 29, 2024	BUY	$45.18 - $53.7 $22,725 - $27,011	503 Added 1.34%	38,166 $2.05 Million
Q4 2023 Jan 11, 2024	BUY	$42.08 - $51.67 $13,886 - $17,051	330 Added 0.88%	37,663 $1.7 Million
Q3 2023 Oct 16, 2023	SELL	$47.27 - $50.4 $24,438 - $26,056	-517 Reduced 1.37%	37,333 $1.84 Million
Q2 2023 Jul 17, 2023	BUY	$38.84 - $47.7 $17,866 - $21,942	460 Added 1.23%	37,850 $1.81 Million
Q1 2023 Apr 17, 2023	SELL	$36.64 - $45.57 $40,304 - $50,127	-1,100 Reduced 2.86%	37,390 $1.48 Million
Q4 2022 Jan 20, 2023	SELL	$38.96 - $46.09 $136,554 - $161,545	-3,505 Reduced 8.35%	38,490 $0
Q3 2022 Oct 20, 2022	SELL	$24.33 - $40.9 $32,845 - $55,215	-1,350 Reduced 3.11%	41,995 $1.63 Million
Q2 2022 Aug 11, 2022	SELL	$30.52 - $37.16 $9,156 - $11,147	-300 Reduced 0.69%	43,345 $1.48 Million
Q1 2022 Apr 28, 2022	BUY	$24.99 - $31.8 $29,987 - $38,160	1,200 Added 2.83%	43,645 $1.38 Million
Q4 2021 Feb 04, 2022	BUY	$22.38 - $28.63 $102,948 - $131,698	4,600 Added 12.15%	42,445 $1.04 Million
Q3 2021 Oct 25, 2021	BUY	$23.42 - $28.83 $118,271 - $145,591	5,050 Added 15.4%	37,845 $948,000
Q2 2021 Aug 06, 2021	BUY	$27.03 - $31.9 $135,150 - $159,500	5,000 Added 17.99%	32,795 $931,000
Q1 2021 May 10, 2021	BUY	$22.09 - $29.44 $34,239 - $45,632	1,550 Added 5.91%	27,795 $774,000
Q4 2020 Feb 08, 2021	BUY	$16.57 - $24.26 $434,879 - $636,703	26,245 New	26,245 $602,000

Others Institutions Holding UNM

# of Institutions

677

Shares Held

128M

Call Options Held

817K

Put Options Held

809K

View Full List

About Unum Group

Ticker UNM
Exchange NYSE
Sector Financial Services
Industry Insurance—Life
Shares Outstandng 200,000,000
Market Cap $14.6B
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

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Naples Global Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Naples Global Advisors, LLC with notifications on news.

Account

Naples Global Advisors, LLC Unum Group Transaction History