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Artemis Investment Management’s Unum UNM Stock Holding History

Artemis Investment 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
-30,393
Closed -$2.48M – 227
2025
Q1 		$2.48M Sell
30,393
-195,055
-87% -$15M 0.04% 177
2024
Q4 		$16.5M Sell
225,448
-7,303
-3% -$503K 0.23% 114
2024
Q3 		$13.8M Buy
232,751
+24,664
+12% +$1.34M 0.21% 115
2024
Q2 		$10.6M Buy
208,087
+46,246
+29% +$2.39M 0.14% 134
2024
Q1 		$8.68M Buy
161,841
+49,646
+44% +$2.42M 0.11% 154
2023
Q4 		$5.07M Sell
112,195
-140,219
-56% -$6.39M 0.07% 158
2023
Q3 		$12.4M Sell
252,414
-36,151
-13% -$1.77M 0.17% 117
2023
Q2 		$13.7M Sell
288,565
-6,387
-2% -$279K 0.17% 124
2023
Q1 		$11.6M Buy
294,952
+48,489
+20% +$2M 0.14% 134
2022
Q4 		$10.2M Sell
246,463
-17,029
-6% -$714K 0.12% 140
2022
Q3 		$10.2M Buy
263,492
+178,095
+209% +$6.51M 0.12% 142
2022
Q2 		$2.91M Buy
+85,397
New +$2.89M 0.03% 205
2018
Q1 		– Sell
-192,700
Closed -$10.6M – 247
2017
Q4 		$10.6M Sell
192,700
-1,800
-0.9% -$96.6K 0.18% 126
2017
Q3 		$9.94M Buy
194,500
+47,500
+32% +$2.32M 0.2% 120
2017
Q2 		$6.86M Sell
147,000
-2,800
-2% -$129K 0.17% 147
2017
Q1 		$7.02M Buy
+149,800
New +$7.02M 0.19% 123
2016
Q1 		– Sell
-135,820
Closed -$4.52M – 258
2015
Q4 		$4.52M Sell
135,820
-70,300
-34% -$2.42M 0.11% 142
2015
Q3 		$6.61M Buy
206,120
+85,600
+71% +$2.95M 0.2% 129
2015
Q2 		$4.31M Buy
+120,520
New +$4.21M 0.14% 129

Other funds holding UNM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Artemis Investment Management's UNM Position: Q2 2025 in Review

Artemis Investment Management sold out of Unum (UNM) in Q2 2025, closing a stake of 30,393 shares — an estimated $2.48M sold.

Artemis Investment Management first reported a position in UNM in Q2 2015 and held it in 19 quarters. The position peaked at $16.5M in Q4 2024. 736 funds tracked by Wall St. Rank hold UNM as of Q2 2025.

  • Artemis Investment Management reported no remaining Unum position as of Q2 2025 after selling out during the quarter.
  • Artemis Investment Management sold 30,393 Unum shares in Q2 2025, an estimated $2.48M.
  • Artemis Investment Management first reported a position in Unum in Q2 2015 and held it in 19 quarters.
  • Artemis Investment Management's Unum position peaked at $16.5M in Q4 2024.
  • 736 funds tracked by Wall St. Rank held Unum as of Q2 2025.

Based on Artemis Investment Management's 13F filing for Q2 2025, filed 11 Aug 2025.