Bridgeway Capital Management’s Unum UNM Stock Holding History

Bridgeway 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
2024 Q4	–	Sell	-46,300	Closed	-$2.75M	–	1298
2024 Q3	$2.75M	Hold	46,300	–	–	0.06%	440
2024 Q2	$2.37M	Sell	46,300 -99,300	-68%	-$5.14M	0.06%	465
2024 Q1	$7.81M	Buy	+145,600	New	+$7.1M	0.16%	191
2019 Q3	–	Sell	-914,300	Closed	-$30.7M	–	1374
2019 Q2	$30.7M	Hold	914,300	–	–	0.39%	83
2019 Q1	$30.9M	Sell	914,300 -28,600	-3%	-$996K	0.39%	79
2018 Q4	$27.7M	Sell	942,900 -14,000	-1%	-$490K	0.37%	91
2018 Q3	$37.4M	Buy	956,900 +1,700	+0.2%	+$63.4K	0.36%	95
2018 Q2	$35.3M	Buy	+955,200	New	+$39.8M	0.36%	95
2017 Q3	–	Sell	-34,500	Closed	-$1.61M	–	1451
2017 Q2	$1.61M	Buy	34,500 +1,600	+5%	+$73.6K	0.02%	651
2017 Q1	$1.54M	Sell	32,900 -42,600	-56%	-$2M	0.02%	655
2016 Q4	$3.32M	Hold	75,500	–	–	0.04%	395
2016 Q3	$2.67M	Hold	75,500	–	–	0.04%	417
2016 Q2	$2.4M	Buy	+75,500	New	+$2.55M	0.04%	445
2015 Q3	–	Sell	-269,900	Closed	-$9.65M	–	1529
2015 Q2	$9.65M	Hold	269,900	–	–	0.19%	137
2015 Q1	$9.1M	Hold	269,900	–	–	0.19%	131
2014 Q4	$9.41M	Hold	269,900	–	–	0.21%	114
2014 Q3	$9.28M	Buy	269,900 +169,000	+167%	+$5.94M	0.23%	86
2014 Q2	$3.51M	Hold	100,900	–	–	0.09%	277
2014 Q1	$3.56M	Hold	100,900	–	–	0.1%	251
2013 Q4	$3.54M	Buy	+100,900	New	+$3.3M	0.11%	225

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

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

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

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

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

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

LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

Bridgeway Capital Management's UNM Position: Q4 2024 in Review

Bridgeway Capital Management sold out of Unum (UNM) in Q4 2024, closing a stake of 46,300 shares — an estimated $2.75M sold.

Bridgeway Capital Management first reported a position in UNM in Q4 2013 and held it in 20 quarters. The position peaked at $37.4M in Q3 2018. 683 funds tracked by Wall St. Rank hold UNM as of Q4 2024.

Bridgeway Capital Management reported no remaining Unum position as of Q4 2024 after selling out during the quarter.
Bridgeway Capital Management sold 46,300 Unum shares in Q4 2024, an estimated $2.75M.
Bridgeway Capital Management first reported a position in Unum in Q4 2013 and held it in 20 quarters.
Bridgeway Capital Management's Unum position peaked at $37.4M in Q3 2018.
683 funds tracked by Wall St. Rank held Unum as of Q4 2024.

Based on Bridgeway Capital Management's 13F filing for Q4 2024, filed 14 Feb 2025.