Boone Capital Management’s Unum UNM Stock Holding History

Boone 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 Q3	–	Sell	-281,790	Closed	-$22.8M	–	19
2025 Q2	$22.8M	Sell	281,790 -418,810	-60%	-$33.1M	9.76%	5
2025 Q1	$57.1M	Sell	700,600 -103,265	-13%	-$7.96M	19.42%	1
2024 Q4	$58.7M	Sell	803,865 -160,305	-17%	-$11.1M	19.8%	1
2024 Q3	$57.3M	Buy	964,170 +33,625	+4%	+$1.83M	14.86%	1
2024 Q2	$47.6M	Sell	930,545 -94,482	-9%	-$4.89M	12.4%	1
2024 Q1	$55M	Buy	1,025,027 +63,366	+7%	+$3.09M	11.12%	1
2023 Q4	$43.5M	Buy	961,661 +94,096	+11%	+$4.29M	10.15%	1
2023 Q3	$42.7M	Buy	867,565 +10,000	+1%	+$489K	13.46%	1
2023 Q2	$40.9M	Hold	857,565	–	–	14.68%	1
2023 Q1	$33.9M	Buy	857,565 +186,035	+28%	+$7.68M	15.88%	1
2022 Q4	$27.6M	Buy	+671,530	New	+$28.1M	14.14%	1

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

Boone Capital Management's UNM Position: Q3 2025 in Review

Boone Capital Management sold out of Unum (UNM) in Q3 2025, closing a stake of 281,790 shares — an estimated $22.8M sold.

Boone Capital Management first reported a position in UNM in Q4 2022 and held it in 11 quarters. The position peaked at $58.7M in Q4 2024. 672 funds tracked by Wall St. Rank hold UNM as of Q3 2025.

Boone Capital Management reported no remaining Unum position as of Q3 2025 after selling out during the quarter.
Boone Capital Management sold 281,790 Unum shares in Q3 2025, an estimated $22.8M.
Boone Capital Management first reported a position in Unum in Q4 2022 and held it in 11 quarters.
Boone Capital Management's Unum position peaked at $58.7M in Q4 2024.
672 funds tracked by Wall St. Rank held Unum as of Q3 2025.

Based on Boone Capital Management's 13F filing for Q3 2025, filed 14 Nov 2025.