AGF Management’s Unum UNM Stock Holding History

AGF Management’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 Q2	–	Sell	-35,529	Closed	-$2.89M	–	733
2025 Q1	$2.89M	Buy	35,529 +1,439	+4%	+$111K	0.02%	331
2024 Q4	$2.49M	Sell	34,090 -22,494	-40%	-$1.55M	0.01%	401
2024 Q3	$3.36M	Buy	56,584 +12,309	+28%	+$668K	0.02%	337
2024 Q2	$2.26M	Sell	44,275 -2,372	-5%	-$123K	0.01%	440
2024 Q1	$2.5M	Sell	46,647 -18,986	-29%	-$926K	0.01%	372
2023 Q4	$2.97M	Buy	65,633 +4,313	+7%	+$196K	0.02%	391
2023 Q3	$3.02M	Buy	+61,320	New	+$3M	0.02%	357

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

Charles Schwab San Francisco, California $654B AUM 26.35% 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

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

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

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

AGF Management's UNM Position: Q2 2025 in Review

AGF Management sold out of Unum (UNM) in Q2 2025, closing a stake of 35,529 shares — an estimated $2.89M sold.

AGF Management first reported a position in UNM in Q3 2023 and held it in 7 quarters. The position peaked at $3.36M in Q3 2024. 734 funds tracked by Wall St. Rank hold UNM as of Q2 2025.

AGF Management reported no remaining Unum position as of Q2 2025 after selling out during the quarter.
AGF Management sold 35,529 Unum shares in Q2 2025, an estimated $2.89M.
AGF Management first reported a position in Unum in Q3 2023 and held it in 7 quarters.
AGF Management's Unum position peaked at $3.36M in Q3 2024.
734 funds tracked by Wall St. Rank held Unum as of Q2 2025.

Based on AGF Management's 13F filing for Q2 2025, filed 6 Aug 2025.