AdvisorShares Investments’s Unum UNM Stock Holding History

AdvisorShares Investments’s Portfolio UNM Stock Details UNM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q1	–	Sell	-6,800	Closed	-$497K	–	320
2024 Q4	$497K	Sell	6,800 -1,700	-20%	-$117K	0.1%	114
2024 Q3	$505K	Buy	+8,500	New	+$462K	0.1%	103

Other funds holding UNM

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

AdvisorShares Investments's UNM Position: Q1 2025 in Review

AdvisorShares Investments sold out of Unum (UNM) in Q1 2025, closing a stake of 6,800 shares — an estimated $497K sold.

AdvisorShares Investments first reported a position in UNM in Q3 2024 and held it in 2 quarters. The position peaked at $505K in Q3 2024. 725 funds tracked by Wall St. Rank hold UNM as of Q1 2025.

AdvisorShares Investments reported no remaining Unum position as of Q1 2025 after selling out during the quarter.
AdvisorShares Investments sold 6,800 Unum shares in Q1 2025, an estimated $497K.
AdvisorShares Investments first reported a position in Unum in Q3 2024 and held it in 2 quarters.
AdvisorShares Investments's Unum position peaked at $505K in Q3 2024.
725 funds tracked by Wall St. Rank held Unum as of Q1 2025.

Based on AdvisorShares Investments's 13F filing for Q1 2025, filed 13 May 2025.