Boston Financial Management’s Unum UNM Stock Holding History

Boston Financial 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
2024 Q4	$2.19M	Sell	30,000 -10,000	-25%	-$689K	0.07%	142
2024 Q3	$2.38M	Hold	40,000	–	–	0.07%	138
2024 Q2	$2.04M	Hold	40,000	–	–	0.07%	141
2024 Q1	$2.15M	Hold	40,000	–	–	0.07%	139
2023 Q4	$1.81M	Hold	40,000	–	–	0.06%	144
2023 Q3	$1.97M	Sell	40,000 -10,000	-20%	-$489K	0.07%	133
2023 Q2	$2.38M	Hold	50,000	–	–	0.09%	129
2023 Q1	$1.98M	Sell	50,000 -120,039	-71%	-$4.96M	0.08%	139
2022 Q4	$6.98M	Buy	170,039 +39	+0%	+$1.63K	0.28%	78
2022 Q3	$6.6M	Sell	170,000 -30,000	-15%	-$1.1M	0.29%	74
2022 Q2	$6.8M	Hold	200,000	–	–	0.29%	71
2022 Q1	$6.3M	Hold	200,000	–	–	0.24%	75
2021 Q4	$4.91M	Hold	200,000	–	–	0.18%	79
2021 Q3	$5.01M	Buy	+200,000	New	+$5.29M	0.2%	76

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

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

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

Boston Financial Management's UNM Position: Q4 2024 in Review

Boston Financial Management reduced its Unum (UNM) stake by 25% in Q4 2024, selling an estimated $689K and leaving 30,000 shares worth $2.19M. The position accounts for 0.07% of the portfolio, ranked #142.

Boston Financial Management first reported a position in UNM in Q3 2021 and has held it in 14 quarters since. The position peaked at $6.98M in Q4 2022. 682 funds tracked by Wall St. Rank hold UNM as of Q4 2024.

Boston Financial Management held 30,000 shares of Unum worth $2.19M as of Q4 2024.
Boston Financial Management sold 10,000 Unum shares in Q4 2024, an estimated $689K.
Unum made up 0.07% of Boston Financial Management's portfolio in Q4 2024, its #142 holding.
Boston Financial Management first reported a position in Unum in Q3 2021 and has held it in 14 quarters since.
Boston Financial Management's Unum position peaked at $6.98M in Q4 2022.
682 funds tracked by Wall St. Rank held Unum as of Q4 2024.

Based on Boston Financial Management's 13F filing for Q4 2024, filed 3 Feb 2025.