Capital Fund Management (CFM)’s Unum UNM Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$3.75M Buy
51,330
+23,278
+83% +$1.74M 0.02% 1041
2025
Q4
$2.17M Sell
28,052
-26,595
-49% -$2.03M 0.01% 1662
2025
Q3
$4.25M Buy
54,647
+2,968
+6% +$222K 0.01% 1341
2025
Q2
$4.17M Buy
51,679
+1,919
+4% +$152K 0.01% 1264
2025
Q1
$4.05M Buy
49,760
+33,972
+215% +$2.62M 0.01% 1111
2024
Q4
$1.15M Buy
+15,788
New +$1.09M ﹤0.01% 1713
2024
Q1
Sell
-38,230
Closed -$1.73M 2287
2023
Q4
$1.73M Buy
+38,230
New +$1.74M ﹤0.01% 1599
2023
Q3
Sell
-21,947
Closed -$1.07M 2103
2023
Q2
$1.05M Sell
21,947
-80,120
-78% -$3.5M ﹤0.01% 1391
2023
Q1
$4.04M Buy
102,067
+85,944
+533% +$3.55M 0.02% 804
2022
Q4
$662K Buy
+16,123
New +$676K ﹤0.01% 1219
2022
Q3
Sell
-25,931
Closed -$882K 1666
2022
Q2
$882K Buy
25,931
+15,517
+149% +$525K 0.01% 1118
2022
Q1
$328K Sell
10,414
-16,468
-61% -$460K ﹤0.01% 1366
2021
Q4
$660K Buy
26,882
+5,885
+28% +$151K ﹤0.01% 1390
2021
Q3
$526K Buy
+20,997
New +$556K ﹤0.01% 1365
2020
Q2
Sell
-110,450
Closed -$1.66M 1585
2020
Q1
$1.66M Sell
110,450
-54,401
-33% -$1.31M 0.03% 584
2019
Q4
$4.81M Sell
164,851
-47,325
-22% -$1.38M 0.04% 549
2019
Q3
$6.31M Sell
212,176
-103,700
-33% -$3.08M 0.06% 408
2019
Q2
$10.6M Buy
315,876
+280,700
+798% +$9.72M 0.1% 288
2019
Q1
$1.19M Sell
35,176
-56,850
-62% -$1.98M 0.01% 976
2018
Q4
$2.7M Buy
92,026
+70,648
+330% +$2.47M 0.02% 729
2018
Q3
$835K Sell
21,378
-116,872
-85% -$4.36M ﹤0.01% 1432
2018
Q2
$5.11M Buy
138,250
+108,900
+371% +$4.54M 0.03% 730
2018
Q1
$1.4M Sell
29,350
-80,550
-73% -$4.21M 0.01% 1132
2017
Q4
$6.03M Buy
109,900
+48,900
+80% +$2.62M 0.03% 608
2017
Q3
$3.12M Sell
61,000
-8,100
-12% -$395K 0.02% 657
2017
Q2
$3.22M Buy
+69,100
New +$3.18M 0.03% 610
2016
Q4
Sell
-32,255
Closed -$1.14M 1867
2016
Q3
$1.14M Buy
+32,255
New +$1.09M 0.01% 922
2016
Q2
Sell
-116,732
Closed -$3.61M 1797
2016
Q1
$3.61M Buy
116,732
+21,795
+23% +$639K 0.04% 532
2015
Q4
$3.16M Buy
94,937
+76,137
+405% +$2.63M 0.03% 562
2015
Q3
$603K Buy
+18,800
New +$648K 0.01% 970
2013
Q3
Sell
-121,098
Closed -$3.56M 1917
2013
Q2
$3.56M Buy
+121,098
New +$3.37M 0.05% 449

Other funds holding UNM

Capital Fund Management (CFM)'s UNM Position: Q1 2026 in Review

Capital Fund Management (CFM) increased its Unum (UNM) stake by 83% in Q1 2026, buying an estimated $1.74M and bringing the position to 51,330 shares worth $3.75M. The position accounts for 0.02% of the portfolio, ranked #1041.

Capital Fund Management (CFM) first reported a position in UNM in Q2 2013 and has held it in 31 quarters since. The position peaked at $10.6M in Q2 2019. 692 funds tracked by Wall St. Rank hold UNM as of Q1 2026.

  • Capital Fund Management (CFM) held 51,330 shares of Unum worth $3.75M as of Q1 2026.
  • Capital Fund Management (CFM) bought 23,278 Unum shares in Q1 2026, an estimated $1.74M.
  • Unum made up 0.02% of Capital Fund Management (CFM)'s portfolio in Q1 2026, its #1041 holding.
  • Capital Fund Management (CFM) first reported a position in Unum in Q2 2013 and has held it in 31 quarters since.
  • Capital Fund Management (CFM)'s Unum position peaked at $10.6M in Q2 2019.
  • 692 funds tracked by Wall St. Rank held Unum as of Q1 2026.

Based on Capital Fund Management (CFM)'s 13F filing for Q1 2026, filed 14 May 2026.