Annis Gardner Whiting Capital Advisors’s Unum UNM Stock Holding History

Annis Gardner Whiting Capital Advisors’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	-53	Closed	-$3.87K	–	824
2024 Q4	$3.87K	Hold	53	–	–	﹤0.01%	634
2024 Q3	$3.15K	Hold	53	–	–	﹤0.01%	673
2024 Q2	$2.71K	Hold	53	–	–	﹤0.01%	833
2024 Q1	$2.84K	Hold	53	–	–	﹤0.01%	821
2023 Q4	$2.4K	Hold	53	–	–	﹤0.01%	617
2023 Q3	$2.61K	Buy	+53	New	+$2.59K	﹤0.01%	594

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

Annis Gardner Whiting Capital Advisors's UNM Position: Q1 2025 in Review

Annis Gardner Whiting Capital Advisors sold out of Unum (UNM) in Q1 2025, closing a stake of 53 shares — an estimated $3.87K sold.

Annis Gardner Whiting Capital Advisors first reported a position in UNM in Q3 2023 and held it in 6 quarters. The position peaked at $3.87K in Q4 2024. 725 funds tracked by Wall St. Rank hold UNM as of Q1 2025.

Annis Gardner Whiting Capital Advisors reported no remaining Unum position as of Q1 2025 after selling out during the quarter.
Annis Gardner Whiting Capital Advisors sold 53 Unum shares in Q1 2025, an estimated $3.87K.
Annis Gardner Whiting Capital Advisors first reported a position in Unum in Q3 2023 and held it in 6 quarters.
Annis Gardner Whiting Capital Advisors's Unum position peaked at $3.87K in Q4 2024.
725 funds tracked by Wall St. Rank held Unum as of Q1 2025.

Based on Annis Gardner Whiting Capital Advisors's 13F filing for Q1 2025, filed 9 May 2025.