Number of Shares
14,680.00
Current Holdings Value*
$1.20 Mil
% of Portfolio
0.42%
Total Estimate Gain
$744,926.00
% of Total Estimate Gain
150.79%

SA U.S. Small Company Fund's Unum Group Holding Summary

As of 2025-03-31, SA FUNDS INVESTMENT TRUST held 14,680.00 shares of Unum Group(UNM), totaling $1.20 Mil. This investment constitutes 0.42% of their stock portfolio, and SA FUNDS INVESTMENT TRUST now holds 0.01% of the outstanding Unum Group(UNM) stock.

The initial trade took place in 2019Q3. In addition, there have been 1 sales at an average price of $26.50 for 1,953.00 shares. Based on historical transaction data and UNM's current price of $80.87, SA U.S. Small Company Fund's estimated gain on his UNM holdings is $744,926.00, reflecting a 150.79% gain to date.

SA U.S. Small Company Fund UNM ($80.87) Holding Chart

SA U.S. Small Company Fund UNM ($80.87) Quarterly Buys and Sells

Period Bought/Sold (Sh.) % Change Qtr. End Shares Avrg. Price
Shares Bought 0 Average Price $-/Share
Shares Sold 0 Average Price $-/Share
Current Price $0.00 Total Estimated Gain 0 %

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