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
Q2 		$6.54M Sell
73,186
-8,220
-10% -$681K 0.02% 320
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
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

CI Investments Inc's UNM Position: Q2 2026 in Review

CI Investments Inc reduced its Unum (UNM) stake by 10% in Q2 2026, selling an estimated $681K and leaving 73,186 shares worth $6.54M. The position accounts for 0.02% of the portfolio, ranked #320.

CI Investments Inc first reported a position in UNM in Q3 2019 and has held it in 28 quarters since. The position peaked at $14.8M in Q2 2022. 765 funds tracked by Wall St. Rank hold UNM as of Q2 2026.

  • CI Investments Inc held 73,186 shares of Unum worth $6.54M as of Q2 2026.
  • CI Investments Inc sold 8,220 Unum shares in Q2 2026, an estimated $681K.
  • Unum made up 0.02% of CI Investments Inc's portfolio in Q2 2026, its #320 holding.
  • CI Investments Inc first reported a position in Unum in Q3 2019 and has held it in 28 quarters since.
  • CI Investments Inc's Unum position peaked at $14.8M in Q2 2022.
  • 765 funds tracked by Wall St. Rank held Unum as of Q2 2026.

Based on CI Investments Inc's 13F filing for Q2 2026, filed 13 Aug 2026.