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Concourse Financial Group Securities’s Unum UNM Stock Holding History

Concourse Financial Group Securities’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
-9,195
Closed -$693K – 1945
2024
Q4 		$693K Buy
9,195
+132
+1% +$9.1K 0.04% 405
2024
Q3 		$539K Sell
9,063
-677
-7% -$36.8K 0.03% 436
2024
Q2 		$498K Sell
9,740
-121
-1% -$6.26K 0.03% 446
2024
Q1 		$529K Sell
9,861
-5,514
-36% -$269K 0.03% 431
2023
Q4 		$695K Buy
15,375
+2,395
+18% +$109K 0.05% 374
2023
Q3 		$638K Buy
12,980
+3,865
+42% +$189K 0.05% 364
2023
Q2 		$435K Buy
9,115
+4,436
+95% +$194K 0.03% 462
2023
Q1 		$185K Buy
4,679
+332
+8% +$13.7K 0.01% 668
2022
Q4 		$178K Buy
4,347
+625
+17% +$26.2K 0.01% 639
2022
Q3 		$144K Buy
3,722
+198
+6% +$7.24K 0.01% 617
2022
Q2 		$120K Buy
3,524
+792
+29% +$26.8K 0.01% 748
2022
Q1 		$86K Sell
2,732
-1,831
-40% -$51.2K 0.01% 927
2021
Q4 		$112K Hold
4,563
– – 0.01% 963
2021
Q3 		$114K Hold
4,563
– – 0.01% 933
2021
Q2 		$130K Hold
4,563
– – 0.01% 873
2021
Q1 		$127K Buy
4,563
+630
+16% +$16.3K 0.01% 836
2020
Q4 		$90K Buy
3,933
+721
+22% +$14.9K 0.01% 937
2020
Q3 		$54K Buy
3,212
+1,751
+120% +$31.1K ﹤0.01% 1032
2020
Q2 		$24K Sell
1,461
-2,669
-65% -$42.1K ﹤0.01% 1240
2020
Q1 		$62K Buy
4,130
+1,259
+44% +$30.3K 0.01% 816
2019
Q4 		$84K Buy
2,871
+1,175
+69% +$34.2K 0.01% 765
2019
Q3 		$50K Sell
1,696
-1,346
-44% -$40K 0.01% 621
2019
Q2 		$102K Sell
3,042
-29
-0.9% -$1K 0.01% 654
2019
Q1 		$103K Buy
3,071
+110
+4% +$3.83K 0.01% 680
2018
Q4 		$86K Buy
2,961
+545
+23% +$19.1K 0.01% 666
2018
Q3 		$94K Buy
+2,416
New +$90.1K 0.03% 443

Other funds holding UNM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 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

Concourse Financial Group Securities's UNM Position: Q1 2025 in Review

Concourse Financial Group Securities sold out of Unum (UNM) in Q1 2025, closing a stake of 9,195 shares — an estimated $693K sold.

Concourse Financial Group Securities first reported a position in UNM in Q3 2018 and held it in 26 quarters. The position peaked at $695K in Q4 2023. 725 funds tracked by Wall St. Rank hold UNM as of Q1 2025.

  • Concourse Financial Group Securities reported no remaining Unum position as of Q1 2025 after selling out during the quarter.
  • Concourse Financial Group Securities sold 9,195 Unum shares in Q1 2025, an estimated $693K.
  • Concourse Financial Group Securities first reported a position in Unum in Q3 2018 and held it in 26 quarters.
  • Concourse Financial Group Securities's Unum position peaked at $695K in Q4 2023.
  • 725 funds tracked by Wall St. Rank held Unum as of Q1 2025.

Based on Concourse Financial Group Securities's 13F filing for Q1 2025.