Number of Shares
899,218.00
Current Holdings Value*
$69.83 Mil
% of Portfolio
0.6%
Total Estimate Gain
$79.80 Mil
% of Total Estimate Gain
135.86%

U.S. Targeted Value Portfolio's Unum Group Holding Summary

As of 2025-04-30, DFA INVESTMENT DIMENSIONS GROUP INC held 899,218.00 shares of Unum Group(UNM), totaling $69.83 Mil. This investment constitutes 0.6% of their stock portfolio, and DFA INVESTMENT DIMENSIONS GROUP INC now holds 0.51% of the outstanding Unum Group(UNM) stock.

The initial trade took place in 2019Q4. And since then U.S. Targeted Value Portfolio has made 11 purchases of UNM, at an average price of $27.75, for a total of 2.12 Mil shares. In addition, there have been 3 sales at an average price of $54.68 for 1.22 Mil shares. Based on historical transaction data and UNM's current price of $80.04, U.S. Targeted Value Portfolio's estimated gain on his UNM holdings is $79.80 Mil, reflecting a 135.86% gain to date.

U.S. Targeted Value Portfolio UNM ($80.04) Holding Chart

U.S. Targeted Value Portfolio UNM ($80.04) 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 %

Top Ranked Articles

  • 1