Applied Finance Capital Management’s Unum UNM Stock Holding History

Applied Finance Capital 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 Q4	–	Sell	-3,665	Closed	-$285K	–	300
2025 Q3	$285K	Sell	3,665 -763	-17%	-$57.2K	0.02%	231
2025 Q2	$358K	Sell	4,428 -181	-4%	-$14.3K	0.02%	233
2025 Q1	$375K	Buy	4,609 +72	+2%	+$5.55K	0.03%	220
2024 Q4	$331K	Hold	4,537	–	–	0.01%	239
2024 Q3	$270K	Hold	4,537	–	–	0.01%	264
2024 Q2	$232K	Buy	+4,537	New	+$235K	0.01%	279

Other funds holding UNM

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Applied Finance Capital Management's UNM Position: Q4 2025 in Review

Applied Finance Capital Management sold out of Unum (UNM) in Q4 2025, closing a stake of 3,665 shares — an estimated $285K sold.

Applied Finance Capital Management first reported a position in UNM in Q2 2024 and held it in 6 quarters. The position peaked at $375K in Q1 2025. 700 funds tracked by Wall St. Rank hold UNM as of Q4 2025.

Applied Finance Capital Management reported no remaining Unum position as of Q4 2025 after selling out during the quarter.
Applied Finance Capital Management sold 3,665 Unum shares in Q4 2025, an estimated $285K.
Applied Finance Capital Management first reported a position in Unum in Q2 2024 and held it in 6 quarters.
Applied Finance Capital Management's Unum position peaked at $375K in Q1 2025.
700 funds tracked by Wall St. Rank held Unum as of Q4 2025.

Based on Applied Finance Capital Management's 13F filing for Q4 2025, filed 5 Feb 2026.