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Blueshift Asset Management’s Unum UNM Stock Holding History

Blueshift Asset 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
Q3 		– Sell
-2,706
Closed -$219K – 623
2025
Q2 		$219K Buy
+2,706
New +$214K 0.07% 371
2024
Q3 		– Sell
-6,409
Closed -$328K – 479
2024
Q2 		$328K Buy
+6,409
New +$332K 0.11% 230
2020
Q3 		– Sell
-15,957
Closed -$265K – 779
2020
Q2 		$265K Buy
+15,957
New +$252K 0.04% 419
2019
Q4 		– Sell
-27,554
Closed -$819K – 1042
2019
Q3 		$819K Sell
27,554
-22,764
-45% -$676K 0.12% 236
2019
Q2 		$1.69M Buy
+50,318
New +$1.74M 0.22% 135

Other funds holding UNM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

Blueshift Asset Management's UNM Position: Q3 2025 in Review

Blueshift Asset Management sold out of Unum (UNM) in Q3 2025, closing a stake of 2,706 shares — an estimated $219K sold.

Blueshift Asset Management first reported a position in UNM in Q2 2019 and held it in 5 quarters. The position peaked at $1.69M in Q2 2019. 672 funds tracked by Wall St. Rank hold UNM as of Q3 2025.

  • Blueshift Asset Management reported no remaining Unum position as of Q3 2025 after selling out during the quarter.
  • Blueshift Asset Management sold 2,706 Unum shares in Q3 2025, an estimated $219K.
  • Blueshift Asset Management first reported a position in Unum in Q2 2019 and held it in 5 quarters.
  • Blueshift Asset Management's Unum position peaked at $1.69M in Q2 2019.
  • 672 funds tracked by Wall St. Rank held Unum as of Q3 2025.

Based on Blueshift Asset Management's 13F filing for Q3 2025, filed 13 Nov 2025.