David Katz - Matrix Asset Advisors
Period:    Q1 2026
Portfolio date:    31 Mar 2026
No. of stocks:    105
Portfolio value:    $1,090,209,468
Holdings Activity Buys Sells    History
Holding/activity history for  Unum Group (UNM)
← All UNM superinvestors
Period Shares % of Portfolio Activity % Change to Portfolio Price Value Filing
2002   Q1 0 0.00 Sell 100.00% 0.13 $26.75–29.70 · VW $28.23i SEC
2001   Q4 28,925 0.13 Add 0.78% <0.01 $22.41–28.39 · VW $26.37i $767,000 SEC
2001   Q3 28,700 0.14 Add 72.63% 0.06 $22.25–28.80 · VW $24.49i $725,000 SEC
2001   Q2 16,625 0.10 Buy 0.10 $26.95–33.75 · VW $29.74i $534,000 SEC
Price snapshot:
Current price$89.41
52-week low$67.06
52-week high$93.22