AlphaQuest’s Unum UNM Stock Holding History

AlphaQuest’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
2026 Q1	–	Sell	-6,298	Closed	-$488K	–	1983
2025 Q4	$488K	Buy	6,298 +118	+2%	+$9.02K	0.03%	845
2025 Q3	$481K	Sell	6,180 -11,858	-66%	-$889K	0.03%	815
2025 Q2	$1.46M	Buy	18,038 +15,433	+592%	+$1.22M	0.14%	174
2025 Q1	$212K	Sell	2,605 -3,921	-60%	-$302K	0.02%	959
2024 Q4	$477K	Sell	6,526 -34,941	-84%	-$2.41M	0.06%	504
2024 Q3	$2.46M	Sell	41,467 -13,253	-24%	-$720K	0.22%	92
2024 Q2	$2.8M	Buy	54,720 +16,945	+45%	+$877K	0.38%	19
2024 Q1	$2.03M	Buy	37,775 +37,774	+3,777,400%	+$1.84M	0.35%	47
2023 Q4	$45	Buy	+1	New	+$46	﹤0.01%	1053

Other funds holding UNM

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

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

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

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 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

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

LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

AlphaQuest's UNM Position: Q1 2026 in Review

AlphaQuest sold out of Unum (UNM) in Q1 2026, closing a stake of 6,298 shares — an estimated $488K sold.

AlphaQuest first reported a position in UNM in Q4 2023 and held it in 9 quarters. The position peaked at $2.8M in Q2 2024. 693 funds tracked by Wall St. Rank hold UNM as of Q1 2026.

AlphaQuest reported no remaining Unum position as of Q1 2026 after selling out during the quarter.
AlphaQuest sold 6,298 Unum shares in Q1 2026, an estimated $488K.
AlphaQuest first reported a position in Unum in Q4 2023 and held it in 9 quarters.
AlphaQuest's Unum position peaked at $2.8M in Q2 2024.
693 funds tracked by Wall St. Rank held Unum as of Q1 2026.

Based on AlphaQuest's 13F filing for Q1 2026.