Back to UNMA
EVERGREEN CAPITAL MANAGEMENT LLC → UNMA
EVERGREEN CAPITAL MANAGEMENT LLC UNMA Position History
Unum Group 6.250% JR NT58 • Financial Services
Quarters held
13
Latest value
$1.3M
Q3 2026
Peak value
$1.3M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $496K |
| Q3 2025 | $457K |
| Q3 2025 | $148K |
| Q4 2025 | $500K |
| Q4 2025 | $424K |
| Q4 2025 | $89K |
| Q1 2026 | $400K |
| Q1 2026 | $877K |
| Q1 2026 | $42K |
| Q2 2026 | $478K |
| Q2 2026 | $1.3M |
| Q3 2026 | $379K |
| Q3 2026 | $1.3M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $1.3M | 14.4K | — | — |
| Q3 2026 | $379K | 4.3K | — | — |
| Q2 2026 | $1.3M | 14.5K | — | — |
| Q2 2026 | $478K | 5.3K | — | — |
| Q1 2026 | $42K | 62.4K | — | — |
| Q1 2026 | $877K | 12.0K | — | — |
| Q1 2026 | $400K | 5.5K | — | — |
| Q4 2025 | $89K | 62.4K | — | — |
| Q4 2025 | $424K | 5.5K | — | — |
| Q4 2025 | $500K | 6.5K | — | — |
| Q3 2025 | $148K | 62.4K | — | — |
| Q3 2025 | $457K | 5.9K | — | — |
| Q3 2025 | $496K | 6.4K | — | — |
Other funds holding UNMA
$1.6B
$1.5B
$1.4B
$1.3B
$626.5M
$624.2M
$594.2M
$480.5M