Concentric Capital Strategies’s Unum UNM Stock Holding History

Concentric Capital Strategies’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
2025 Q1	–	Sell	-23,508	Closed	-$1.72M	–	305
2024 Q4	$1.72M	Buy	+23,508	New	+$1.62M	0.08%	185

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

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 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

Concentric Capital Strategies's UNM Position: Q1 2025 in Review

Concentric Capital Strategies sold out of Unum (UNM) in Q1 2025, closing a stake of 23,508 shares — an estimated $1.72M sold.

Concentric Capital Strategies first reported a position in UNM in Q4 2024 and held it in 1 quarter. The position peaked at $1.72M in Q4 2024. 725 funds tracked by Wall St. Rank hold UNM as of Q1 2025.

Concentric Capital Strategies reported no remaining Unum position as of Q1 2025 after selling out during the quarter.
Concentric Capital Strategies sold 23,508 Unum shares in Q1 2025, an estimated $1.72M.
Concentric Capital Strategies first reported a position in Unum in Q4 2024 and held it in 1 quarter.
Concentric Capital Strategies's Unum position peaked at $1.72M in Q4 2024.
725 funds tracked by Wall St. Rank held Unum as of Q1 2025.

Based on Concentric Capital Strategies's 13F filing for Q1 2025, filed 15 May 2025.