CI Investments Inc
UNM icon

CI Investments Inc’s Unum UNM Stock Holding History

CI Investments Inc’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
2026
Q1 		$5.95M Buy
81,406
+9,751
+14% +$728K 0.03% 275
2025
Q4 		$5.55M Sell
71,655
-8,681
-11% -$664K 0.02% 285
2025
Q3 		$6.25M Sell
80,336
-6,254
-7% -$469K 0.02% 274
2025
Q2 		$6.99M Buy
86,590
+2,679
+3% +$212K 0.03% 266
2025
Q1 		$6.83M Sell
83,911
-26,855
-24% -$2.07M 0.03% 266
2024
Q4 		$8.09M Sell
110,766
-10,791
-9% -$744K 0.03% 257
2024
Q3 		$7.22M Sell
121,557
-14,729
-11% -$800K 0.03% 272
2024
Q2 		$6.97M Sell
136,286
-1,002
-0.7% -$51.8K 0.03% 248
2024
Q1 		$7.37M Buy
137,288
+2,025
+1% +$98.7K 0.03% 259
2023
Q4 		$6.12M Sell
135,263
-22,744
-14% -$1.04M 0.03% 261
2023
Q3 		$7.77M Sell
158,007
-23,303
-13% -$1.14M 0.04% 230
2023
Q2 		$8.65M Sell
181,310
-15,783
-8% -$689K 0.04% 229
2023
Q1 		$7.8M Sell
197,093
-33,280
-14% -$1.37M 0.04% 248
2022
Q4 		$9.45M Sell
230,373
-111,391
-33% -$4.67M 0.05% 229
2022
Q3 		$13.3M Sell
341,764
-92,941
-21% -$3.4M 0.07% 203
2022
Q2 		$14.8M Sell
434,705
-6,502
-1% -$220K 0.07% 207
2022
Q1 		$13.9M Buy
441,207
+72,905
+20% +$2.04M 0.05% 248
2021
Q4 		$9.05M Buy
368,302
+28,081
+8% +$719K 0.03% 293
2021
Q3 		$8.53M Buy
340,221
+18,882
+6% +$500K 0.03% 316
2021
Q2 		$9.13M Buy
321,339
+41,284
+15% +$1.21M 0.03% 300
2021
Q1 		$7.79M Buy
280,055
+27,577
+11% +$716K 0.03% 273
2020
Q4 		$5.79M Sell
252,478
-4,623
-2% -$95.6K 0.03% 296
2020
Q3 		$4.33M Sell
257,101
-10,017
-4% -$178K 0.02% 278
2020
Q2 		$4.43M Sell
267,118
-17,878
-6% -$282K 0.02% 269
2020
Q1 		$4.28M Buy
284,996
+45,634
+19% +$1.1M 0.03% 251
2019
Q4 		$6.98M Sell
239,362
-27,253
-10% -$793K 0.04% 244
2019
Q3 		$7.92M Buy
+266,615
New +$7.92M 0.04% 226

Other funds holding UNM

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

CI Investments Inc's UNM Position: Q1 2026 in Review

CI Investments Inc increased its Unum (UNM) stake by 14% in Q1 2026, buying an estimated $728K and bringing the position to 81,406 shares worth $5.95M. The position accounts for 0.03% of the portfolio, ranked #275.

CI Investments Inc first reported a position in UNM in Q3 2019 and has held it in 27 quarters since. The position peaked at $14.8M in Q2 2022. 694 funds tracked by Wall St. Rank hold UNM as of Q1 2026.

  • CI Investments Inc held 81,406 shares of Unum worth $5.95M as of Q1 2026.
  • CI Investments Inc bought 9,751 Unum shares in Q1 2026, an estimated $728K.
  • Unum made up 0.03% of CI Investments Inc's portfolio in Q1 2026, its #275 holding.
  • CI Investments Inc first reported a position in Unum in Q3 2019 and has held it in 27 quarters since.
  • CI Investments Inc's Unum position peaked at $14.8M in Q2 2022.
  • 694 funds tracked by Wall St. Rank held Unum as of Q1 2026.

Based on CI Investments Inc's 13F filing for Q1 2026, filed 13 May 2026.